Valley National Bancorp
Wealth Management Associate - Client Onboarding & Growth
Valley National Bancorp, New York, New York, us, 10261
A financial services firm in New York is seeking an Associate for Wealth Management. This role requires managing the client onboarding process, enhancing relationships with high-net-worth clients, and ensuring a positive client experience. Candidates should possess strong analytical and problem-solving skills, with a focus on identifying opportunities for clients. The ideal candidate will support the advisory team in delivering personalized services and managing portfolio performance metrics. This position is critical for the growth and development of business within the firm.
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