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The Client Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support, within a team concept.
The position is responsible for the leadership of the fund administration team for the firm's proprietary mutual funds.
The Emerging Wealth Strategist is responsible for assisting in the development of solutions-based recommendations for high net worth clients.
The Client Strategies Group is responsible for leading the firm in ensuring our clients are on track to meet their financial goals