Client Services & Operations Lead - Wealth Management
$120k - $130kConfidential Jobs
A leading financial advisory firm in Harrison, New York, is seeking a Senior Client Service and Operations Associate to support operational efficiency and client service excellence. The ideal candidate will have a BA/BS degree, at least 5 years of financial services experience, and strong skills in Microsoft Excel and Salesforce. This full-time, in-office position offers competitive compensation including a base salary of $120,000-$130,000 and comprehensive benefits. #J-18808-Ljbffr
Vacancy posted 3 days ago
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