Wealth Client Services Specialist
Chilton Trust
Chilton Trust in New York, NY is seeking a Service Officer to deliver exceptional client service and operational support for wealth clients. You will coordinate with Client and Wealth Advisors on money movements, onboarding, and account administration. You will maintain CRM data, prepare client reporting, support audits, and assist with annual reviews, ensuring timely and accurate execution in a fast-paced environment. #J-18808-Ljbffr
Vacancy posted 3 days ago
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National Black MBA Association
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New York, NY2 days ago
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