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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 advi


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