Wealth Client Experience & Relations Associate

Hightower Advisors in Purchase, NY is seeking a strategic professional for a Client Service role. This position involves serving as a liaison between clients and advisors, coordinating meetings, managing client data in Salesforce, and ensuring high-quality service. Ideal candidates will have 1+ years in Financial Services, show strong communication skills, and be proficient in Outlook and Salesforce. The role offers a salary range of $65,000 to $75,000 with benefits like medical insurance and 401k matching.
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