18-07-2021 12:24 via jobview.monster.com

Administration Support Client Assoc. - 1

MD-Columbia, Job Description: Assists Private Bankers, Investment Strategists, Trust and Fiduciary Specialists, Fiduciary Advisory Specialists, Wealth Planners/Strategists and/or Wealth Advisors with account administration, supporting multiple people and balancing multiple priorities. Provides proactive client service and addresses client inquiries. Assists in administration of accounts by interacting with cli
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