Client Service Associate - Wealth Management
Core
Support Senior Wealth Management Advisers in the day-to-day administration and client service activities across high-net-worth client portfolios.
Role type
Client Service Associate (Wealth Management)
Builds
Client service, financial advice implementation, and account administration for high-net-worth individuals.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, financial administration, settlement processing, new client onboarding, investment reporting, email inbox management, time management, Microsoft Office proficiency
Preferred skills
Platform experience, knowledge of financial markets, Bachelor's degree in finance
Responsibilities
Support Advisers in preparing and implementing financial advice and investment proposals; respond to client requests; manage client communications and relationships; handle settlements and fund transfers; manage new client account onboarding; provide investment reports; maintain knowledge of legislation and industry standards
Seniority
Mid-level, hands-on IC