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OLIO Financial Planning Logo
OLIO Financial Planning

Blacksburg, Virginia

SPECTRUM INTERMEDIATE LLC - WP

Remote, Utah

ProVise Management Group, LLC

Clearwater, Florida

Capital Investment Counsel, LLC Logo
Capital Investment Counsel, LLC

Denver, Colorado

MY Wealth Planners Logo
MY Wealth Planners

Longmont, Colorado

Haas Financial Group Logo
Haas Financial Group

Kutztown, Pennsylvania

Saturna Capital Corporation Logo
Saturna Capital Corporation

San Francisco, California

Saturna Capital Corporation Logo
Saturna Capital Corporation

Dallas, Texas

Saturna Capital Corporation Logo
Saturna Capital Corporation

Bellingham, Washington

South Dakota State University

Brookings, South Dakota

Village Wealth Advisors Logo
Village Wealth Advisors

Westlake Village, California

Values Added Financial

United States - Nationwide

Mason & Associates

United States - Nationwide

McGee Wealth Management Logo
McGee Wealth Management

Katy, Texas

xxx-xx-xxxx Logo
xxx-xx-xxxx

Lombard, Illinois

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Client Services Manager
The Client Services Manager plays a pivotal role in ensuring the satisfaction and retention of our clients. This position is responsible for overseeing client interactions, managing accounts, and driving the success of our services within the financial sector. The ideal candidate will possess strong project management skills and a deep understanding of customer relationship management to effectively support our clients' needs. *Duties* - Manage and nurture client relationships to ensure high levels of satisfaction and retention. - Oversee account management activities, including onboarding new clients and providing ongoing support. - Analyze client feedback and service usage to identify opportunities for improvement and growth. - - Develop and implement project management strategies to


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