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Client Service Associate (Bilingual in Spanish)

ApTask San Diego Contractor
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Bilingual in Spanish

Strong financial background, attention detail, (remediation project). But would consider accounting  background.

Provide operational and administrative support to Financial Advisors.

Input data in to financial planning tools.

Assist with the preparation of reports and other materials for client meetings.

Bilingual in Spanish is a must.

Recommended skills

Spanish Language


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Client Service Associate (Bilingual in Spanish)
Estimated Salary: $40K
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