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Global Wealth Investor Services Senior Associate @ TPG

USOnsiteFull Time
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About this role

Global Wealth Investor Services Senior Associate at TPG. Location: New York, New York, United States. Role: overseeing operations, coordinating onboarding, resolving issues Requirements: Experience with investor services/operations, strong Excel and communication skills, attention to detail, ability to manage transfer agent relationships, investigate and resolve operational issues, and knowledge of HNW/financial advisor operating models. Category: Business Operations Seniority: Mid Level Tools: Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English

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