Wealth Client Services Specialist
6AM City
NB Private Wealth is seeking a Client Associate to deliver comprehensive operational support for a high-net-worth client base. You will assist with service, maintenance, and growth while liaising with Wealth Advisors, Portfolio Managers, and clients. The role requires strong communication, organization, and knowledge of wealth management practices. A 2+ year track record in client service and Series 7/66 licensing within 180 days are essential, with Salesforce CRM experience highly preferred. #J-18808-Ljbffr
Vacancy posted 1 day ago
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