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Freudigman & Billings, LLC

Westport, Connecticut

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Council for Christian Colleges & Universities

Washington, D.C.

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Nashville

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University of San Francisco Career Services Center

San Francisco, California

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American Academy of Otolaryngology-Head and Neck Surgery

Alexandria, Virginia

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Alerus Financial

Oakdale, Minnesota

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Alerus Financial

Grand Forks, North Dakota

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Shorewood, Minnesota

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Knoxville, Tennessee

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International AntiCounterfeiting Coalition (IACC)

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Alerus

Fargo, North Dakota

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Alerus

Grand Forks, North Dakota

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Knoxville, Tennessee

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La Mirada, California

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Greenville, Illinois

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Fresno, California

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Wilmington, Delaware

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Middletown, Rhode Island

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Council for Christian Colleges & Universities

Washington, D.C.

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Front Desk Client Service Associate
Job Description The Client Service Associate (CSA) is an integral part of the employee advisor or branch support; responsible for utilizing the client relationship model & turnkey tools to assist the advisor in building efficiencies, growing of their practice & in servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch. Responsibilities Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.


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