UHNW Wealth Client Service Associate
NewEdge Capital Group LLC
NewEdge Capital Group LLC is seeking a Client Service Associate in Wayzata, MN to support UHNW clients with reporting, operations, and marketing. You will prepare asset allocation reviews, investment proposals, and customized materials to aid advisors and client relationships. The role involves relationship management, portfolio reporting, and CRM upkeep in a collaborative, in-office environment in Wayzata. #J-18808-Ljbffr NewEdge Capital Group LLC
Vacancy posted 2 days ago
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