WEALTH MANAGEMENT ASSOCIATE
Manning(18 days ago)
About this role
The Wealth Management Associate supports client relationship management and coordination of investment and custody services. The role involves collaboration with team members, preparing reports, handling client inquiries, and supporting various account and client service processes.
Required Skills
- Client Relationship
- Financial Reporting
- Account Management
- Investment Solutions
- Communication
- Teamwork
- Mathematics
- Client Service
- Troubleshooting
- Coordination
About Manning
manning-napier.comWith an uncompromising focus on delivering investment and wealth management solutions, we strive to provide evolving, modern strategies that will enable people and organizations to achieve their financial goals.
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