Corient Private Wealth LLC. in Columbus, OH is seeking a Client Reporting Specialist responsible for managing client reporting templates and executing reporting processes. Ideal candidates will have 3-5 years of experience in client or investment reporting and proficiency with Addepar or similar systems. The role includes responsibilities such as data management and quality assurance, ensuring reporting integrity. The position supports high-net-worth individuals, contributing to their wealth preservation and management. #J-18808-Ljbffr
Wealth Client Reporting Analyst • Columbus, OH, United States
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