Employee Office Manager jobs in the Accounting, Finance, Insurance category in New York City, New York

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To $200K Base Must Have MBA and passed through CFA Level 2 A Portfolio Relationship Manager at our client has the principal responsibility to meet with HNW clients and their Financial Advisors / CPA’s on a regular basis to develop Intelligently Personalized (™) separately managed portfolios uniquely tailored to each client’s objectives. This role requires extensive interpersonal skills as well as ...
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