Harris Associates L.P. in Chicago seeks a Senior Client Service Associate for Private Wealth Management. The role supports the Portfolio Management team to deepen client relationships and deliver expert service to high-net-worth clients.
You will attend client meetings, prepare meeting materials, and coordinate onboarding while collaborating with internal units to tailor investment solutions. Strong communication and CRM proficiency are essential.
#J-18808-LjbffrSenior Private Wealth Client Advisor in chicago at Unknown Company
This position is listed as full time and onsite.