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Client Service Associate
The client service associate is an entry-level support role on the client account management team. Your responsibilities include preparing client reports, administering client data gathering and maintenance, scheduling client meetings, and responding to administrative client queries. In this role, your responsibilities include: Ensuring timely responses to all client correspondence and inquiries Identifying opportunities to improve our client service processes Contributing to the overall firm client service by supporting the team and senior advisors in creating and ensuring accuracy in presentation materials, preparing for meetings, and following up with post-meeting deliverables Assisting in client onboarding, updating clients' files and C


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