UHNW Wealth Client Service & Onboarding Associate
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Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
New Edge Wealth in Wayzata, MN seeks a Client Service Associate to deliver an exceptional UHNW client experience through reporting, onboarding support, and customized marketing materials. You will prepare asset allocation reviews, investment proposals, and coordinate with advisors to support client relationships.
Responsibilities include generating portfolio reports, maintaining CRM records, and guiding onboarding and training for new team members in a fast-paced office environment.
The UHNW Wealth Client Service & Onboarding Associate position in the Management & Operations, Sales field is open for applications.
The advertised compensation is 75..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the UHNW Wealth Client Service & Onboarding Associate role in the description above.
We appreciate your interest in this position.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).