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BBF Wealth

Hybrid Customer Account Specialist: Client Support

BBF Wealth, St. Petersburg, Florida, United States, 33739

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A financial services organization in Saint Petersburg, FL is seeking a Customer Account Associate. This role involves providing exceptional client service, managing account activities, and ensuring compliance with regulations. The ideal candidate will have strong communication skills and a commitment to quality service. Responsibilities include assisting clients with inquiries, mentoring team members, and maintaining accurate records. The position offers a hybrid work schedule that promotes flexibility and collaboration. #J-18808-Ljbffr