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Client Service Liaison

Fenimore Asset Management
Cobleskill, NY Full Time
POSTED ON 4/7/2025
AVAILABLE BEFORE 5/7/2025

Requirements & Qualifications

  • A four-year bachelor's degree is required, along with a minimum of 5 years of financial services industry experience.
  • FINRA Series 7 & 66 certification is preferred, and obtaining industry licenses within the first six months of employment is expected.
  • Proven record of success in a client service role, excellent communication skills, and investor focus are essential.

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