• Client Services Associate

    Robert Half Finance & Accounting (San Jose, CA)
    …and enhance the client experience. * Prepare and distribute client communications , including account statements, performance reports, and market updates. * Ensure ... maintaining confidentiality and safeguarding client information. **Skills:** - Proficiency in 3M , ADP - Financial Services, ERP - Enterprise Resource Planning,… more
    Robert Half Finance & Accounting (05/18/24)
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