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Form of workProminent Wealth Management Firm seeks Client Service Associate in New York City to join their Client Service Team in administering all aspects of a nearly $1B book of business.
- Communicate with clients, open/close client accounts, execute money trade, perform compliance reviews, and collaborate on special projects
- Reports directly to Regional Head of the firm
- Significant potential for professional development and growth within the firm
- Hybrid work environment
- Requires 3+ years’ HNW/UHNW Client Service experience
