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Registered Client Associate

Your role The key tasks of your job as a Client Service Associate/Registered Client Service Associate include the following: Relationship Management • Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.) • Collect appropriate documentation to set up new accounts • Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters) •