Senior Private Client Services Specialist
Perigonwealth
Perigonwealth is looking for a Senior Private Client Associate to join their Client Service team in Edison, NJ. This hybrid position requires supporting Wealth Managers with client service and administrative tasks, emphasizing professional communication and attention to detail. The Associate will interact directly with clients and manage various processes including onboarding, account management, and liaising with custodians. Candidates should possess 7+ years of client service experience within wealth management or related fields. #J-18808-Ljbffr Perigonwealth
Vacancy posted 17 hours ago
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