Wealth Client Services Advisor (Hybrid)
Collyde
Collyde is seeking a Servicing Advisor based in New York to manage day-to-day client relationships and the operational service behind them. The role requires owning onboarding end-to-end, servicing portfolios, and preparing comprehensive client reports. You will coordinate with custodians and outside advisors, handle complex budgeting and planning summaries, and support wealth strategies across investments. Strong communication and discretion are essential. #J-18808-Ljbffr Collyde
Vacancy posted 2 days ago
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