A newly formed HNW Investment Advisory team is looking for an experienced candidate (5 to 10 years) to help build and run a Client Administration team. Must have experience in Operations for a HNW client environment. Candidates must be able to demonstrate success in working for HNW advisors and directly handling the operational needs of HNW clients (ie; New Account set up, transaction oversight, coordination with Compliance, general account maintenance, etc). We’re not looking for Business Development Advisors or PMs, rather the Senior support person running the Client Administration operations. Please make sure to include a Word resume and a compensation history.
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