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We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients.
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K.F.I.A
Kestra Financial Independent Advisor
The Client Service Associate provides essential support to Financial Advisors by delivering excellent customer service and managing client needs efficiently.
Join Sage as a Client Success Associate to enhance user engagement and drive product adoption through data analysis and client management.