Wealth Management: Client Services & Operations Associate
Listed on 2026-10-08
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Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Daley And Associates, LLC in Westchester County seeks a Client Services & Operations Associate to support high-net-worth clients, manage complex account operations, and partner closely with a collaborative leadership team.
The boutique firm emphasizes a personalized environment where attention to detail, relationship management, and operational excellence are highly valued. The role includes opening accounts, processing transfers, and daily operations support.
This role, Wealth Management:
Client Services & Operations Associate at Daley And Associates, LLC., could be your next opportunity.
We are seeking a motivated Wealth Management:
Client Services & Operations Associate to join Daley And Associates, LLC. in City of White Plains, NY, United States.
Consider building your career as a Wealth Management:
Client Services & Operations Associate at Daley And Associates, LLC.
The Wealth Management:
Client Services & Operations Associate position in the Finance field is open for applications.
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