Private Wealth Management Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, building trusted relationships and handling daily client needs.
Role type
Client Service Associate (Private Wealth Management)
Builds
Client relationships and operational support for the Private Wealth Management team
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Interpersonal skills, Detail orientation, Organizational skills, Time management, Microsoft Office proficiency, Writing skills
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Execute money movement transactions, Answer general non-investment account questions, Enter profile information and pre-fill account documentation, Educate clients on digital tools, Manage calendars and travel itineraries, Prepare expense reports, Support marketing strategy and firm initiatives