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Client Relationship Manager/Executive Assistant

Crossroads Bank
Wabash, IN Full Time
POSTED ON 3/12/2025
AVAILABLE BEFORE 5/12/2025

Responsibilities

- Handle and enter confidential client information

- Process new account applications

- Process supplemental forms and client investment account requests

- Manage client requests

- Provide client service/account maintenance

- Receive and prioritize directives from multiple advisors

- Manage schedules and meetings for 3-4 financial advisors

- Collaborate with other Executive Assistants professionally

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