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Wealth Management Client Services Associate
Peoria or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$21-$25/hr OnsiteFull Time
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook