Francis Financial is looking for a Client Service Associate to join our growing team. You will help run the firm’s operations by leveraging technology, internal resources, and custodial relationships. This role demands significant attention to detail when creating, streamlining, and managing operational processes. You will: Prepare required paperwork and facilitate client account openings, updates, and changes. Help with the preparation of reports and other materials for client meetings. Assist with clients’ quarterly tax payments and annual IRA contributions/RMDs. Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client infor
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