Transition Client Service Associate - Wealth Management
H Cap Connect, LLC
H Cap Connect, LLC in Parsippany, NJ is seeking a Registered Client Service Associate on the Transition Team to support advisor transitions and deliver a white-glove client experience. You'll train on the firm's technology and multi-custodial environment, become a trusted transition specialist, and coordinate onboarding, account openings, transfers, and documentation across custodians. This is a fast-paced role that exposes you to multiple practices, offering meaningful impact for clients and #J-18808-Ljbffr H Cap Connect, LLC
Vacancy posted 4 days ago
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