Wealth Management Client Service & Operations Associate
Cognetic Capital Advisors
Cognetic Capital Advisors, a Westchester-based family wealth management firm, is seeking a Client Service and Operations Associate to support high-touch client service, account administration, and daily operating workflows in White Plains, NY. The role collaborates with leadership to ensure accurate, timely support across the firm’s family office-style practice; requires 3–5 years of wealth management experience, FINRA SIE, Series 7 and Series 66, plus proficiency with Excel, Outlook, Word, #J-18808-Ljbffr Cognetic Capital Advisors
Vacancy posted 2 days ago
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