Wealth Management Client Services Specialist (Hybrid)
Atlantic Group
Atlantic Group in New Jersey is seeking a Client Service Associate (Wealth Management) to support client relationship management, account administration, money movement, reporting, and investment operations. The ideal candidate has 3+ years in a registered investment advisor or wealth management setting and excels in a collaborative, client-focused environment, with strong communication and organizational skills and proficiency in CRM platforms. #J-18808-Ljbffr Atlantic Group
Vacancy posted 2 days ago
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Woodcliff Lake, NJ3 days ago
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