Wealth Client Services Associate
Corient Services LLC
Corient Services LLC is seeking an organized administrative professional to support advisory teams, handle client data gathering, and monitor paperwork. You will execute client funds transfers via custodian systems and maintain the CRM with accurate client information and tasks. As a key liaison to custodians and technology teams, you will collaborate with other departments, coordinate with clients’ advisors, and provide general office support. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 2 days ago
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