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Blue Lake Consulting Group

Financial Services Client Services & Growth Specialist

Blue Lake Consulting Group, Madison, Wisconsin, us, 53774

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A financial services firm in Madison, WI is seeking a Client Services Advisor to support their practice. This role involves interacting with high-net-worth clients and contributing to growth initiatives while working as part of a dedicated team. Candidates should possess a degree and have at least 3 years of experience, ideally within the financial services industry. The position offers opportunities for professional development and licensing, with a hybrid-remote work option. #J-18808-Ljbffr