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BBF Wealth

Client Services Specialist for Financial Advisors

BBF Wealth, Holland, Michigan, United States, 49423

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A financial services firm is seeking a Registered Client Service Associate to provide essential administrative support to Financial Advisors and their clients. Responsibilities include processing transactions, preparing reports, and assisting with marketing efforts. The ideal candidate will possess strong communication and organizational skills, with at least a High School diploma and preferably experience in the securities industry. This role requires a proactive approach in a dynamic work environment, ensuring a high level of customer service. #J-18808-Ljbffr