Greco & O'Neal Wealth Strategies
Client Relations & Admin Associate | Wealth Mgmt Growth
Greco & O'Neal Wealth Strategies, Florida, New York, United States
A premier financial planning firm in New York is seeking a Client Relations & Administrative Associate. This entry-level position involves managing client communications, providing administrative support, and ensuring compliance with firm procedures. Ideal candidates have 1–3 years of experience in client services and strong organizational skills. Opportunities for career development and exposure to wealth management await. Join a supportive team focused on delivering personalized financial solutions to clients.
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