Senior Client Relationship Associate - Wealth Management
Lido Advisors, LLC
A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid work environment promoting professional growth. The position requires 3 years of experience and Series 65 or 66 certification. Strong detail orientation, communication skills, and proficiency in Excel are essential. #J-18808-Ljbffr Lido Advisors, LLC
Vacancy posted 4 days ago
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