Private Client Associate
Core
First point of contact for high net worth clients, providing administrative support, executing trades, and delivering customized reporting to Investment Counselors.
Role type
Private Client Associate (Investment Operations)
Builds
High net worth client service programs and routines
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, trade execution, account documentation, compliance adherence, system administration, reporting generation, problem solving
Preferred skills
Canadian Securities Course certification, Google Suite proficiency, Excel skills
Technologies
Salesforce, Dataphile, PureFACTS, iBalance
Responsibilities
Prepare meeting support and account documentation; execute trades in IBalance; resolve complex administrative inquiries; maintain organized client files; train new Portfolio Associates; establish working relationships with Investment Counselors.
Seniority
Mid-level, hands-on IC