Wealth Management Client Onboarding Specialist
eTeam Inc
eTeam is seeking a Client Analyst in Cohoes, NY to support a successful Executive Wealth Management office. The ideal candidate should have 2-5 years of administrative experience and proficiency in Microsoft Office tools. This 12-month contract position has the potential to convert to a permanent role based on performance. Responsibilities include managing client onboarding and interactions, as well as resolving billing issues. #J-18808-Ljbffr eTeam
Vacancy posted 4 days ago
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