Client Advisory Associate - Pasadena

Only for registered members Pasadena, United States

1 month ago

Default job background
$65,000 - $90,000 (USD)

Job summary

The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts.

  • Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, fund redemptions and purchases, and the opening and closing of accounts.
  • Monitor transactions for completion and accuracy.

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