Own the day-to-day client service lifecycle for a dedicated wealth-management advisory practice, handling transactions, paperwork, meeting follow-up, and deadline-driven workflows. The role requires 4+ years of client-facing wealth-management experience, strong organization, sound judgment, and autonomy.
Senior Client Experience Associate supporting advisors and clients with onboarding, account operations, and relationship management in a wealth management firm. Requires 6+ years client-facing financial services experience and a bachelor's degree.
Own the day-to-day client service lifecycle for a dedicated wealth-management advisory practice, handling transactions, paperwork, meeting follow-up, and deadline-driven workflows. The role requires 4+ years of client-facing wealth-management experience, strong organization, sound judgment, and autonomy.
Senior Client Experience Associate supporting advisors and clients with onboarding, account operations, and relationship management in a wealth management firm. Requires 6+ years client-facing financial services experience and a bachelor's degree.