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Caprock

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  • 1 day ago

    Senior Client Associate

    Caprock - Mercer Island, WA, United States
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    Assist Client Advisors with prospecting and pipeline management through referrals, attending networking events, and developing centers of influence. Build and maintain strong relationships with existing clients, serve as a point of contact for financial investing and planning. Participate in prospect meetings, actively contributing to presentations and discussions. Perform in-depth analysis of prospect s financial statements and portfolio composition. Onboard new clients by gathering necessary ...

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