Associate
Core
Client service professional partnering with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals.
Role type
Associate (Client Service)
Builds
Private Wealth Management Platform
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
analytical skills, communication skills, relationship-building, client-focused approach, detail-oriented, multi-tasking, proficiency in Word and Excel
Preferred skills
client service experience, financial services industry experience, Series 7/63 licenses
Responsibilities
Partner with Financial Advisors to build business and provide service support functions, Build relationships with clients and prospective clients, Provide portfolio analysis and account maintenance, Prepare for client/prospect meetings
Seniority
Entry-level to Mid-level (1-2 years experience preferred)