Private Client Administration Associate
Core
Providing administrative support for high net worth clientele with a focus on Financial and Non-Financial requests, including Debits/Credits, New Accounts, and Estates.
Role type
Private Client Administration Associate
Builds
High quality service for clients under the Assante Private Client and Stonegate platforms
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
MS Excel proficiency, MS Word proficiency, high accuracy, attention to detail, ability to handle fast-paced demands, service-oriented mindset
Preferred skills
CSC or IFIC Operations course completion, Mutual Funds experience, 2+ years of prior experience, ability to think outside the box
Responsibilities
Ensure timely and accurate handling of client requests, adhere to internal and custodian compliance procedures, develop working relationships with custodians and internal departments, resolve inquiries from internal departments, recognize and escalate potential issues, assist in special projects
Seniority
Entry to Mid-level, individual contributor