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Florida Atlantic University

Boca Raton , Florida

City of Green Cove Springs

Green Cove Springs, Florida

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Solomon & Hoover CPAs

Fort Myers, Florida

KATHRYN V ROSS, CPA, PA

Orlando, Florida

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Internal Revenue Service-Criminal Investigation

Nationwide

BMSS Advisors & CPAs

Birmingham, Alabama

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Moisand Fitzgerald Tamayo, LLC

Orlando, Florida

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OMS National Insurance Company

Schaumburg, Illinois

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Horizon Wealth Management

La Grange, Illinois

NEW! NEW!
Asset Planning Corporation

KNOXVILLE, Tennessee

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Access Financial Services, Inc.

Minneapolis, Minnesota

Macchietto Roth & Company, P.C

Morris, Illinois

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Tate & Lyle

Hoffman Estates, Illinois

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Coval Anderson Coval

Easton, Massachusetts

Arch Insurance Group, Inc.

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ISCO INDUSTRIES INC

Louisville , Kentucky

Confidential

WAUCONDA, Illinois

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Budros, Ruhlin & Roe

Columbus, Ohio

ZINER & MURPHY, PC

STONEHAM, Massachusetts

ZINER & MURPHY, PC

STONEHAM, Massachusetts

Vertex Accounting Partners, LLC

Downers Grove, Illinois

BFG Financial Advisors

Timonium, Maryland

Delta Financial Advisors Inc.

Kensington, Maryland

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Client Service Associate - Remote flexibility
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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