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Client Service Associate

Location: Pensacola, Florida Job Type: Part-Time with the ability to become Full-Time Reports To: Chris Kelly & Lori Ptacek, Financial Advisors Job Summary: We are seeking a detail-oriented and organized Client Service Associate to support our financial team. The ideal candidate will have great communication skills via phone and in person, be comfortable utilizing a Windows based PC, multitasking and consider themselves “coachable”.They should also consider themselves one who is deadline driven,