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Financial Services Associate
2 months ago
This is an in-office position located at our Wilmington, NC location. As a Financial Services Associate, you will provide administrative and operational support to our Financial Advisors, including business development assistance and client service.
Key Responsibilities- Provide general servicing and support to Financial Advisors
- Assist with administrative and operational tasks
- Support business development initiatives
- Deliver exceptional client service
Must be able to work in a fast-paced environment and possess excellent communication and organizational skills. Experience in a similar role is preferred.