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Junior Wealth Associate - Client Service & Data Ops

Collyde

Collyde, based in New York, seeks an entry-level Multi-Family Office Associate to support operations in wealth management. You will engage with clients, assist with reporting, data entry, and onboarding with senior guidance, while learning regulatory and compliance procedures. Ideal candidates have a Finance or Business degree, strong communication, detail orientation, and proficiency in Excel. This role offers exposure to industry software and a growth-focused team. #J-18808-Ljbffr Collyde

Vacancy posted 1 day ago
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