Family Office Associate
Posted on :
13-10-2024
Employer Active
1 Vacancy
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Job Description
Required Experience And Qualifications
- Bachelor’s degree
- 3+ years of experience as a Client Services Associate or Family Office Associate in the financial industry
- Understanding of investment concepts
- Exceptional communication and customer service skills, including listening skills
- Excellent written and spoken English communication skills
- TD and Schwab experience a plus
- DocuSign experience
- Outstanding with technology
Employment Type
Full Time
Company Industry
Department / Functional Area
Key Skills
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