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Client Service Associate Private Wealth Management
Bloomfield Hills, MI
Job Description:Provide high quality, high touch service to Private Wealth Management clients across the Wealth Management product offering. Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, product partners, branch/operations areas and other staff in a timely and professional manner.
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