Client Services & Case Design Associate — Growth in Finance

A financial services firm in Syosset is seeking a Client Service & Case Design Associate to support client administration and service. Responsibilities include managing day-to-day client contacts, coordinating annual processes, and assisting with case design. Ideal candidates will have strong organizational and communication skills, and proficiency in Excel. This role offers a salary of $65,000 - $70,000, along with retirement benefits and a discretionary annual bonus.
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