A great investment firm in century city with around $ 8 billion AUM and 100 employees is in need for a 4 month client associate to join their investment firm.
This role will be responsible for providing day to day administrative support to wealth advisors and high net worth investors.ESSENTIAL JOB FUNCTIONS: Serve as primary operational and administrative contact for high-net-worth and institutional clients; provide daily client serviceWork closely with operations, marketing, performance, and portfolio management teams to conduct analysis of client portfoliosManage new account opening and ongoing account monitoring processesInitiate and monitor transfers and asset allocation changesMaintain contact management databaseCollaborate with management to improve advisor practices and procedures in support of efforts to increase revenue and provide exceptional customer serviceCoordinate client meetings and marketing presentationsPlease forward your resume to revi (at) wallstreetpersonnel (dot) com.Job Type: TemporaryExperience:Client Services: 1 year (Required)Operations in Investment Environment: 1 year (Required)Education:High school or equivalent (Required)Location:Los Angeles, CA (Required)