Wealth Client Services Analyst - Operations & Transfers
Gresham Partners
Gresham Partners, LLC, a Chicago-based investment and wealth management firm, seeks a Client Service Analyst to provide operational support in servicing clients. The analyst role is not client-facing, but strong performers may advance within Client Service. Responsibilities include processing investments and transfers, updating allocations, and assisting with reports and cash flow for client meetings; experience with Fidelity paperwork is a plus. #J-18808-Ljbffr Gresham Partners
Vacancy posted 2 days ago
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