Wealth Management Associate
Grayling Associates•Minnetonka, MN
401d
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About The Position
The Wealth Management Associate at Grayling Associates, Inc. is responsible for client acquisition and administrative support within a leading wealth management firm. This role focuses on managing client interactions, scheduling appointments, and ensuring effective communication with prospective clients. The associate will also handle various administrative tasks related to client service and event facilitation, contributing to the overall success of the firm's client acquisition efforts.
