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Client Relationship Associate - Wealth Management
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$80,000 - $100,000
- Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication
- Provide timely and accurate responses to operational and administrative client inquiries
- Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
- 3+ years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking
- Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous
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