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Senior Wealth Client Relations & Operations Associate

Lido Advisors

Lido Advisors, LLC seeks a Senior Associate, Client Relationship Manager to support Advisory teams in all aspects of wealth management. You will enhance the client experience with exceptional service and operational support to Wealth Advisors in a fast-paced, team-based environment. The role emphasizes relationship cultivation, meeting preparation, investment coordination, and CRM stewardship, with a focus on detail, ownership, and proactive communication. #J-18808-Ljbffr Lido Advisors

Vacancy posted 2 days ago
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