12-01-2021 12:00 via jobview.monster.com

Client Services Associate - up to $65K

NY-Manhattan, Our client, a boutique wealth advisory firm, is seeking a Client Services Associate to join their team in New York! The ideal candidate will have a knowledge and interest in the financial industry with a least one year of experience. Primary responsibilities include ongoing maintenance with accounts held with custodians and housed on portfolio management system, liaising with clients on account qu
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