Wealth Client Experience Specialist

Trivium Point

Trivium Point seeks a Client Services Associate (Relationship Manager) to support Financial Advisors in delivering comprehensive financial planning and investment guidance to high-net-worth clients. You will assist with onboarding, transfers, and back-office tasks, ensuring accuracy and regulatory compliance. The role emphasizes client communication, process improvement, and collaboration with compliance and operations teams. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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