Abacus Wealth Partners

HQ
Santa Monica, California, USA
Total Offices: 2
76 Total Employees
Year Founded: 1988
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Abacus Wealth Partners

Client Services Associate

20 Days AgoSaved
In-Office
Santa Monica, CA, USA
Analytics • Financial Services
The Client Services Associate supports financial advisors by processing account paperwork, communicating with clients, tracking requests, and maintaining organized files while delivering excellent customer service.
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