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Customer Relationship Manager

Customer Relationship Manager (CRM) Full Time -Non Exempt -Entry Level Position Reports to the Financial Advisor they work with and/or Executive Assistant   This team member will provide operational support to the Financial Advisor (FA) and customer service support to the firm's clients. Your primary role will be to coordinate the onboarding of new clients and provide exceptional service to existing clients. Your secondary role will be to assist the FA with marketing campaigns and provide