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Client Service Specialist General Job Description: To assist a financial advisor in managing and growing an established financial planning practice. As a member of our team, the Client Service Specialist's responsibilities are to maintain contact with clients in order to provide them with updated information, schedule meetings, and troubleshoot problems. We are seeking a candidate with the following qualities: Work experience in financial service industry Capable with Microsoft Word, Excel, and Outlook Experience with. After registering you may be able to apply for this job directly (if still active) on ((None))'s site. Future job matches may be sent from Geebo approved job partners.
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