Senior Client Relationship Associate – Wealth Management
lido advisorsNew York, NY
Senior Client Relationship Associate – Wealth Management
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid work environment promoting professional growth. The position requires 3 years of experience and Series 65 or 66 certification. Strong detail orientation, communication skills, and proficiency in Excel are essential.
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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