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Jr Paraplanner / Client Service Specialist

Jr Paraplanner/ Client Service Specialist  This position provides technical support for advisers and exemplary service to our clients. Responsibilities include managing client paperwork and reports, maintaining contact with clients to provide or obtain updated information, scheduling meetings with preferred staff, and troubleshooting problems.  A cheerful outlook, effective communication and phone skills, and professional appearance and behavior are of utmost importance. The ideal candidate must also