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Client Service Specialist Job at JFS Wealth Advisors

JFS Wealth Advisors Pennsylvania

Job Information

  • Date Posted
    2025-11-19
  • Location
    Pennsylvania
  • Job Title
    Client Service Specialist
  • Gender
    Both

Responsible for providing friendly assistance to Client Relationship Specialists, Associate Wealth Advisors, Wealth Advisors, and clients for specified operations support. Responsible for effective preparation and processing of client account paperwork, cashiering, account service, and data entry/maintenance.

Client Service Specialist




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