Client Relationships & Wealth Admin Associate

A financial advisory firm in New York, NY is seeking a motivated individual to manage client relationships and perform administrative duties. Responsibilities include maintaining client records, facilitating onboarding, and ensuring exceptional service. Candidates should possess at least a high school diploma, relevant experience in financial services, and proficiency in CRM tools. We foster a diverse culture, support professional growth, and offer competitive compensation ranging from $47,000 to $78,000 per year based on experience and location. #J-18808-Ljbffr