Wealth Investment Service Coordinator (Hybrid)
Marsh McLennan Agency
Tribridge Partners, a Marsh & McLennan Agency, LLC Company, is seeking an Investment Service Coordinator to manage client follow-ups and account processing from start to finish within the Individual Solutions team. You will prepare paperwork for openings and transfers, handle trusts and estates documentation, and ensure compliance with procedures while maintaining strong client communication and organization in a hybrid work setting. #J-18808-Ljbffr Marsh McLennan Agency
Vacancy posted 2 days ago
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