Wealth Client Services Specialist - Portfolio Support
Aspiriant
Aspiriant in Austin, Texas is hiring a Portfolio Administrator to work closely with Wealth Managers and serve our clients. This role demands superb client service skills and includes managing client portfolios, processing account transfers, and maintaining relationships with UHNW clients. Ideal candidates should hold a Bachelor’s degree and have at least 5 years in client service, preferably in financial sectors. Join a collaborative and diverse team focused on empowering clients to achieve their financial goals. #J-18808-Ljbffr
Vacancy posted 4 days ago
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