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RC
Client Operations Associate
rcm · Saratoga Springs, NY, US
About The Role
A Private Advisor team within our Rockefeller Global Family Office is seeking a motivated individual to join its growing practice as a Client Operations Associate. In this role, you’ll work closely with the Private Advisor team to support the daily operational needs of the practice and ensure a seamless client experience. The ideal candidate is technologically proficient, professional, and proactive. They excel at managing complex operational tasks, anticipating needs, and resolving issues quickly and accurately while supporting the team with solutions focused approach.
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