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Client Services Pro: Series 65 Path to Relationship Manager

Premier Path Wealth Partners, Madison, New Jersey, us, 07940

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A wealth management firm in Madison, NJ is looking for a Client Service Associate to enhance client relationships. Responsibilities include client service, processing transactions, and onboarding new accounts. The ideal candidate has strong organizational skills, experience in financial services, and is willing to obtain the Series 65 license. This full-time position offers growth opportunities and a supportive environment focused on employee development and competitive benefits. #J-18808-Ljbffr