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Client Services Team Member

Company: JL Bainbridge & Company
Location: Sarasota
Posted on: June 24, 2022

Job Description:

Assist in client experience/support, marketing and -administration with Investment Advisor(s).Responsibilities: Client support & communication in person and over the phone. -Processing account and related forms, responding to client information needs and participate in client "on boarding" and follow-

Keywords: JL Bainbridge & Company, Sarasota , Client Services Team Member, Other , Sarasota, Florida

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