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Client Relationship Specialist for Financial Advisors

PowerToFly, Green Bay, WI, United States


A leading financial services firm is seeking a Registered Client Relationship Analyst in Green Bay, Wisconsin. This role is focused on providing exceptional client service while supporting Financial Advisors. Candidates should possess strong interpersonal skills and be detail-oriented. Key responsibilities include managing client interactions, performing administrative tasks, and assisting with money movement transactions. A High School Diploma and active financial licenses are required, with preference for candidates with industry experience. #J-18808-Ljbffr