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Posted:2 months ago| Platform: 
Work from Office
Full Time
Assist Wealth Advisors with client onboarding and account maintenance. Prepare client meeting materials and presentations. Respond to basic client inquiries via phone or email. Assist with client service requests (e.g., address changes, account transfers). Maintain accurate and up-to-date client relationship management (CRM) data. Skills Excellent communication and interpersonal skills. Strong organizational and time management abilities. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). Detail-oriented and accurate.
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