Wealth Management Client Services Associate
6 Degrees Search
6 Degrees Search in Wexford, PA seeks a Client Service Associate to support a wealth management team serving high-net-worth clients and institutions. The role involves opening new accounts, preparing documentation, and processing transactions. You will use PowerPoint, CRM systems, and financial planning software, collaborating with advisors to deliver comprehensive wealth management services and maintain regulatory compliance. #J-18808-Ljbffr 6 Degrees Search
Vacancy posted 4 days ago
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