Client Relations Specialist

4 days ago


Wilmington, Delaware, United States International Search Consultants Full time
Job Description

The Client Service Associate will partner with the Centralized Investment Operations team and West Coast Wealth Advisors to ensure clients receive high-touch service and their financial transactions are processed accurately and timely. The role involves working closely with ultra-high net worth clients with 200 million plus in investible assets and key client advisors.



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