Senior Client Associate
client team in the effective planning of client service strategy Input data and prepare financial reports using Addepar...
client team in the effective planning of client service strategy Input data and prepare financial reports using Addepar...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...