Senior Wealth Ops & Client Experience Lead
MAI Capital Management, LLC.
MAI Capital Management, LLC. is seeking a Senior Advisory Associate in Los Angeles to serve as the primary relationship lead for Ultra-High Net Worth clients. The role emphasizes efficient system development, client interaction, and operational support for advisors. Successful candidates should have over 5 years of experience in wealth management or financial services, strong organizational and communication skills, as well as proficiency with Microsoft Office and CRM tools. #J-18808-Ljbffr MAI Capital Management, LLC.
Vacancy posted 4 days ago
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