Family Office Associate: Client Service & Portfolio Ops
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management
Canterbury Consulting Incorporated is seeking a Family Office Associate to provide comprehensive support within their advisory firm. This role involves assisting senior advisors, managing client communications, and ensuring operational effectiveness.
The ideal candidate will have 3 years of relevant experience, a Bachelor's degree in Finance or Economics, and proficiency in essential software tools. The position offers a hybrid work schedule and includes competitive benefits such as medical insurance and a 401(k) program with a match.
Join us at Canterbury Consulting Incorporated as our next Family Office Associate:
Client Service & Portfolio Ops in Tempe, AZ, United States.
The Family Office Associate:
Client Service & Portfolio Ops position in the Other field is open for applications.
We have an opening for a Family Office Associate:
Client Service & Portfolio Ops in Tempe, AZ, United States within Other.
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