Senior Client Services Associate - Private Wealth
One Capital Management LLC
One Capital Management LLC seeks a Senior Associate | Client Services to support an advisor or team, delivering comprehensive wealth and investment services to private clients and institutions. You will maintain relationships, coordinate onboarding, and collaborate across operations, portfolio management, and billing to ensure timely execution of client requests. You will manage client communications, prepare documentation, and participate in client meetings, events, and seminars as needed while #J-18808-Ljbffr One Capital Management LLC
Vacancy posted 2 days ago
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