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Client Relations & Admin Specialist (Financial Services)

Shackleton Advisers Limited, Wellington, FL, United States


A financial services company in Wellington is seeking a Client Relationship Manager to provide administrative support to financial advisers. The role includes managing client interactions, preparing documentation, and ensuring compliance. Candidates should have proficiency in Microsoft Office, excellent communication skills, and ideally have previous experience in an administrative role within financial services. The job requires at least 2 years of experience in the IFA Market. #J-18808-Ljbffr