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Wealth Management Client Services Specialist

Job in New York, New York County, New York, 10261, USA
Listing for: Gilder Gagnon Howe & Co. LLC
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Business Administration
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: New York

A financial services firm located in New York seeks a detail-oriented Registered Sales Assistant. The successful candidate will manage key client relationships, assist with strategic allocations, and contribute to high-level financial strategies. Key responsibilities include fostering strong client partnerships, overseeing account processes, and ensuring compliance. Candidates must hold a Series 7 license and have proficiency in Microsoft Office. Salary range is competitive, from $70,000 to $100,000.
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