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- Cedar Rapids, IA

Grow professionally in the financial planning and investment management business with this great team! Responsibilities:Support the members of the client service team;Primary point of contact and relationship management for clients; Prepare for appointments, gather data and other client paperwork as needed;Set priorities and plan for daily, weekly, monthly, quarterly, and annual activity;Assist in research when requested;Document all client meetings, calls, emails, and follow-ups in Contact....

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