Wealth Management Beneficiary Services Associate

A leading financial services firm is looking for an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process. This role involves executing financial processes, managing client relationships, and ensuring a high level of service and empathy. Candidates should have 3-4 years of experience in financial services and a college degree is preferred. Join a dynamic team and contribute to making a positive impact in the industry while supporting clients through crucial financial transitions.
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