Client Service Associate, Private Wealth
Core
Client-facing wealth management role supporting Investment Advisors with client service, trade execution, and account management.
Role type
Client Service Associate (Private Wealth)
Builds
Personalized wealth management experiences for private clients
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Investment Representative (IR) licensing, trade processing, client account management, regulatory compliance, client relationship building
Preferred skills
Financial planning, insurance, trust or estate services knowledge
Technologies
Proprietary trading and account management platforms
Responsibilities
Execute client-initiated trades, support portfolio reviews, manage day-to-day account activity, maintain client files, respond to client inquiries, coordinate client events
Seniority
Mid-level IC