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Investment Advisory Associate

L4

adpLos Angeles, CA2 days ago
Evoke Advisors, a division of MAI Capital, is seeking an Advisory Associate to join our client service team in Los Angeles, CA. You will manage onboarding and maintenance of client accounts, coordinate trades, and support advisors with custodial paperwork and information requests. Based in Century City, this in-office role requires five days on-site and a bachelor's degree with at least two years of client service in finance.
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Level

MidL4

Location

Los Angeles, CA

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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