Private Client Associate — Client Advocate & Growth

EPIC Insurance Brokers & Consultants is seeking a Private Client Associate in San Mateo, California, to support the Private Client team in providing exceptional service to customers. The ideal candidate will assist in managing client accounts, collaborate with team members on business proposals, and maintain accurate client records. A Bachelor's degree and relevant experience are preferred, along with strong communication and problem-solving skills. The role offers competitive compensation with benefits and growth opportunities.
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