Private Client Administration Associate
Core
Provide 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 CIPW platforms
Domain
Wealth Management / Financial Services
Required skills
MS Excel, MS Word, high accuracy, attention to detail, service-oriented mindset, ability to handle fast-paced demands, compliance adherence
Preferred skills
Mutual Funds experience, CSC/IFIC Operations course, 2+ years of prior experience, ability to think outside the box
Responsibilities
Ensure timely and accurate handling of client requests, maintain relationships with custodians and internal departments, resolve internal inquiries, report potential issues to management, assist in special projects, communicate non-compliant items to the PC Service team
Seniority
Entry to Mid-level