Senior UHNW Wealth Advisory Operations Lead
MAI Wealth Management, Inc.
MAI Wealth Management, Inc. is seeking a Senior Advisory Associate in Los Angeles to act as the primary relationship lead for Ultra-High Net Worth clients. This position demands significant wealth management experience and the ability to manage complex workflows. The ideal candidate will have over 5 years in a client service role and possess exceptional organizational and communication skills. The role involves coordinating closely with clients and internal teams to deliver an exceptional client experience. #J-18808-Ljbffr MAI Wealth Management, Inc.
Vacancy posted 2 days ago
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