About the role

Wilshire is seeking an experienced Client Solutions professional to manage relationships with wealth and retirement clients. The role encompasses coordinating with internal stakeholders, delivering exceptional service, and driving client outcomes across asset classes and funds. You will support onboarding, KYC, and monthly investor reporting while staying informed on market trends and regulatory requirements.

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JOB OVERVIEW

Experience level

Senior

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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