Wilshire is seeking an experienced Client Solutions professional to manage relationships with wealth and retirement clients. The role encompasses coordinating with internal stakeholders, delivering exceptional service, and driving client outcomes across asset classes and funds.
You will support onboarding, KYC, and monthly investor reporting while staying informed on market trends and regulatory requirements.
#J-18808-LjbffrVP, Client Solutions & Wealth Partnerships in new york at Unknown Company
This position is listed as full time and onsite.