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Client Service Associate for Multi-Family Office
Job purpose    The main purpose of the Client Service Associate position is to service all administrative activities related to client’s financial lives. In addition, this person is tasked with creating, implementing, and executing on various financial planning strategies for clients. The main goal of the role is to create a trusted relationship with the client, other advisors, families, etc.    We believe that accomplishing the above strongly correlates to overall financial performance of the organization.   Duties and responsibilities  Be an active participant of a dynamic client service team solving complex family office problems with confidentiality.  Par


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