Whittier Trust Company
A leading multi-family office in California seeks a Client Advisory Associate to support Client Advisors in managing personal trust and investment accounts. The role involves direct client interaction, coordinating daily account transactions, preparing detailed reports, and ensuring exceptional service delivery. Ideal candidates should possess a Bachelor's degree, strong Microsoft Office skills, and a focus on client service. A competitive salary, performance bonuses, and comprehensive benefits are offered, reflecting the company's commitment to employee engagement and satisfaction.
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