Client Service Associate
HighTower Advisors
Altium Wealth Management is seeking a Junior Client Service & Relations Associate to join our Harrison, NY office. You will act as a liaison between clients and advisors, coordinate meetings, and manage client data in Salesforce. The role emphasizes accuracy, timely follow-up, and compliant service delivery. You will work Monday–Friday in the office, support insurance maintenance requests, and assist with various client service tasks using Outlook, Salesforce, and other core platforms. #J-18808-Ljbffr
Vacancy posted 2 days ago
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