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Client Services & Compliance Specialist

Nvest Financial, LLC, Portsmouth, New Hampshire, United States, 00215

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A financial planning firm is seeking a full-time Client Administrator based in Portsmouth, NH. The role focuses on managing client interactions, assisting with scheduling, and supporting administrative tasks while ensuring compliance with industry regulations. Candidates must have strong communication skills, analytical ability, and a Bachelor's degree or equivalent experience. This position offers growth within a family office environment, emphasizing client relationships and satisfaction. #J-18808-Ljbffr