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Assist Financial Professionals in client service, manage account maintenance, solve issues, and provide detailed client communication and support.

The Client Associate will support Financial Professionals, manage client requests, process account documents, and assist in developing financial plans while ensuring compliance with regulations.

The IT Associate manages IT support tasks, including asset inventory, service desk assistance, and supporting hardware refresh projects while ensuring high customer service standards.

Manage client billing, oversee proxy voting, calculate portfolio performance, and coordinate GIPS verification while ensuring compliance with the firm's ethics and procedures.