We are looking for an Associate Portfolio Wealth Advisor to join our team. You will assist Wealth Advisors in understanding clients' overall financial situation, defining and managing client expectations and providing vision for client's needs, and provide consistent and high quality client service. Assist the Portfolio Manager in understanding the comprehensive nature of

We are looking for a Client Service Specialist to join our team. You will handle the coordination and overall management of client account documentation and maintenance. You will collaborate with the advisor team to prepare client reports and maintain contact with clients in a positive and client centric approach. You will report to the Operations Manager. #LI Onsite What