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Registered Client Services Associate I

1 month ago

Daphne, Alabama, United States United Community Bank Full time

Registered Client Services Associate I

Reports To:
Financial Advisor(s) or Advisory Services Operations Manager

Direct Reports:
None
Salary Grade: 5

JOB DESCRIPTION:

  • Collaborate with investment advisors to enhance client service
  • Support operations for registered clients
  • Work alongside advisory services operations manager
  • Assist with brokerage and retail banking activities

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