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Description Support a specialized financial services team handling three primary business areas: annuities, retirement plan accounts, and life events. The role focuses on operational support, account maintenance, customer inquiries, qualified retirement accounts, money movement requests, and complex
*This is a hybrid position requiring working from our Coppell, TX office on a weekly basis. * The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs,
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