Description

You will support the operations team in managing client relationships for high-net-worth families and business owners, handling trade processing, onboarding paperwork, and maintaining CRM workflows while ensuring compliance with firm procedures.

Responsibilities

• Manage client relationships for a multi-location practice
• Prepare forms and assist with transaction processing
• Process trades and cost basis adjustments
• Prepare and process client onboarding and maintenance paperwork
• Maintain CRM databases and workflows