Wealth Management Client Services Associate

JCW Group

JCW Group, a well-established advisory firm, seeks a Client Service Associate to support its advisory team and provide exceptional client service. This role handles account service requests, onboarding, KYC/AML, and coordination with custodians to ensure smooth day-to-day operations. You will maintain client records in CRM, prepare performance reports and account summaries, assist with billing and reporting, and help advisors with meeting preparation. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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