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Customer Service Representative in East Providence, RI at Pionear

Date Posted: 3/19/2019

Job Snapshot

Job Description

Position is designed to assist branch personnel, primarily Financial Advisors, develop and enhance client relationships by providing guidance and expertise across a suite of wealth management tools and financial planning analytics. The position is highly complex and the applicant will be required to develop a thorough understanding of each tool/analytic in order to service the wide range of requests received.

Job Requirements

Required Experience:

• 1-2 years experience in financial/accounting industry 


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