Operations Associate - Danville, CA

Only for registered members Danville, CA, United States

2 weeks ago

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Job summary

This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact.

Responsibilities

  • Act as a high-level project manager and strategic partner/li>,
  • Join client meetings, take notes, and follow up on action items./li>,
  • Manage client communication and provide high-level support./li>, , ,

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