Client Services Associate - Investment Firm (UHNW/HNW) - Up to 8k

About this role

About the role The Client Services Associate will work closely with internal and external stakeholders, in supporting UHNW Clients in their investments (private equity and liquid securities) and private matters (ie. assisting their family administrative matters, etc). This includes handling sensitiv

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• Customer Service
• Service Provider Solutions
• Microsoft Office
• Strong Attention To Detail
• Customer Service Delivery

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