Wealth Management Client Services Lead
PowerToFly
A global financial services firm in New York seeks a Wealth Management Associate to provide exceptional client service and support Financial Advisors. The ideal candidate will have over 5 years of relevant experience, a strong client-first mindset, leadership skills, and proficiency in financial services products. Responsibilities include cultivating client relationships and administrative support for marketing strategies, with a focus on teamwork and collaboration. A degree and active financial licenses are required. #J-18808-Ljbffr PowerToFly
Vacancy posted 4 days ago
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