Associate, Client Service

NfpNew York, NY
434d$50,000 - $70,000Hybrid

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About The Position

The Associate, Client Service position at Wealthspire Advisors involves supporting the wealth management division by developing and maintaining strong relationships with clients and internal teams. The role focuses on ensuring exceptional service delivery, managing client requests, and maintaining accurate client data. This hybrid position allows for in-office flexibility 2-3 days a week, emphasizing a culture of collaboration and accountability.

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