Remote Private Client Associate – Wealth ManagementPerigonwealth • Boca Raton, Florida, United States

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Remote Private Client Associate – Wealth Management

Perigonwealth

Boca Raton, Florida, United States

Boca Raton, Florida, United States

À propos

Perigonwealth is looking for a Private Client Associate to join their Client Service team in Boca Raton, Florida. The selected candidate will support Wealth Managers with administrative tasks and client service duties while ensuring a high standard of communication and attention to detail. This full-time role involves relationship management, processing client requests, and maintaining accurate client information in their systems. Familiarity with custodial platforms is highly regarded.
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Boca Raton, Florida, United States

Compétences linguistiques

English

Avis aux utilisateurs

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