Wealth Management Client Services Associate

Perigonwealth

A financial consulting firm located in Amherst, Massachusetts is seeking a Private Client Associate to support Wealth Managers with administrative and client service tasks. Ideal candidates will have a strong client service background, excellent communication skills, and familiarity with custodial platforms. This full-time position offers the opportunity to work in a dynamic environment focused on building meaningful relationships and providing personalized service. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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