Wealth Client Services Specialist - Portfolio Operations
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Finance & Banking
Job Description & How to Apply Below
Aspiriant is seeking a Portfolio Administrator in Austin, TX to work directly with Wealth Managers in implementing and maintaining client portfolios and addressing client needs. This role involves high client contact and requires superb service skills in a dynamic team setting.
The ideal candidate will have a strong proficiency in Word and Excel, knowledge of Black Diamond or Salesforce is a plus, and a track record of meticulous, organized work.
This role, Wealth Client Services Specialist - Portfolio Operations at Aspiriant, could be your next career step.
The position is based in Austin, TX, United States.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 55.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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