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Financial Services Client Relations Specialist

staunton, va • Posted 1 weeks ago
Onsite Full Time Finance

LD&B Insurance and Financial Services in Harrisonburg seeks a Registered Client Associate to support the Financial Services Division with client onboarding, service, and cross-functional marketing tasks.

The role emphasizes accurate data entry, adherence to firm policies, and maintaining client relationships. The candidate should be detail-oriented, able to work in an office 38 hours a week, and uphold the organization’s BLUEprint values.

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