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BBF Wealth

Client Experience Specialist - Financial Services

BBF Wealth, Montgomery, Alabama, United States, 36136

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A leading financial services firm is looking for a detail-oriented Registered Client Service Associate in Montgomery, Alabama. The role involves providing high-quality administrative support to Financial Advisors and clients, managing daily interactions, and processing financial transactions. The ideal candidate will have strong communication skills, exceptional organizational abilities, and experience with CRM software. This position is critical for client service excellence and offers a supportive team environment. #J-18808-Ljbffr