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Financial Advisor Marketing & Events Specialist

Baird, Wexford, PA, United States


A financial services firm in Wexford is seeking a professional to support Financial Advisors in marketing and client service. This role involves collaborating with associates to drive client satisfaction, managing client relationships, and executing digital strategies. Responsibilities include coordinating client onboarding, ensuring compliance, and maintaining client confidentiality. Candidates should possess strong communication and organizational skills, along with a Bachelor's degree or equivalent experience. Proficiency in Microsoft Office and other financial tools is essential. #J-18808-Ljbffr