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Client Associate I
Job description
POSITION SUMMARY
The Client Service Associate I role is to support one or more Financial Advisors with the establishment, servicing and maintenance of investment accounts. The Client Service Associate will have a daily and active role in client retention and growth through excellent customer service that is provided via phone, mail, electronically and face to face.
The Client Service Associate will also be responsible for maintaining client and branch compliance files that are audited an annual basis.
Description copied from Tri Counties Bank's careers page. Read the full posting before you apply.
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