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  • Stifel




    Client Service Associate - Franklin
    Category: Financial Services
    Summary   The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties and ResponsibilitiesPerform ...read more
    Phone:(814) 432-3169
    Fax:(814) 432-4579

    Rep/Contact Info

    James H Williams
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