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Wealth Client Service Associate

L3

whittier advisorsLos Angeles, CAyesterday
A leading investment management firm in Los Angeles is seeking a Client Service Associate to support Relationship Managers and Portfolio Managers in delivering exceptional service to high-net-worth individuals and institutions. Responsibilities include client interactions, supporting the advisory process, and documenting client communications. Strong communication skills and experience in wealth management are required for this full-time position.
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Level

JuniorL3

Location

Los Angeles, CA

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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