PowerToFly
A prominent financial services firm in New York is seeking an Associate for Strategic Client Development. This role focuses on managing client relationships, maximizing engagement in ultra-high net worth segments, and supporting senior advisors. The ideal candidate will have 2-3+ years of financial services experience, excellent communication skills, and proficiency with AI and data tools. The position operates in a fast-paced environment and requires attention to detail and project management skills. This is a great opportunity for those looking to advance in the wealth management sector.
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