Private Client Investment Associate — Wealth Ops & Relationships

A leading financial institution in New York seeks a Private Client Investment Associate to enhance client relationships and support Advisors with operational requests like account opening and investment trades. Key responsibilities include participating in Risk Management, meeting deadlines, and maintaining a positive team environment. Candidates must obtain relevant licenses within specified periods, ensuring compliance with industry regulations. This role offers a dynamic environment focused on delivering exceptional service and building client connections. #J-18808-Ljbffr