Wealth Management Client Service Associate
Aspiriant
Aspiriant is seeking a Portfolio Administrator in Austin, TX, to enhance client services and maintain client portfolios. The role requires excellent client service skills, a Bachelor's degree, and experience in financial services. You’ll work closely with Wealth Managers and UHNW clients, coordinating requests and managing portfolios. The ideal candidate is detail-oriented, organized, and can handle high volumes of requests effectively. Aspiriant values collaboration, client focus, and diversity in its workplace. #J-18808-Ljbffr
Vacancy posted 11 hours ago
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