Wealth Management Senior Associate - UHNW Client Service
Aspiriant Llc
Aspiriant’s Wealth Management Senior Associate supports Wealth Management Managers and Directors in delivering services to clients in the Exclusive Family Office. Responsibilities include coordinating projects across Tax Services, Accounting, Banking, and Investment Advisory, plus preparing net worth statements and long-range projections. The role involves direct client contact, collaboration with multiple advisors, and contributing to comprehensive financial planning and tax projections for #J-18808-Ljbffr Aspiriant Llc
Vacancy posted 1 day ago
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