Wealth-Family Client Success Specialist

A wealth management group is seeking an Entry-level professional to assist high-net-worth families in achieving their financial objectives. The role involves onboarding families, providing support, preparing reports, and advocating for client goals. This position offers a flexible hybrid work arrangement, with an attractive salary ranging from $50k to $60k plus a bonus structure. The ideal candidate is organized, engaging, and has a moderate understanding of investments.

Opportunities for advancement are available within the expanding team.
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