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Client Service Specialist
Job Description Assist financial advisors and associate financial advisor in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. The Client Service Specialist will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering, and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with


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