Associate, Wealth Management: 1+Years Experience!

An established and expanding wealth management firm with $7.55B AUM is looking for an ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT to make an immediate impact by supporting Advisory teams in all aspects of wealth management. The ideal ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT will bring a demonstrated record of multi-tasking projects in a fast-paced environment and the customer-focused attitude to contribute to more than one team. ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT RESPONSIBILITIES:Support Senior Advisors to Manage Full Lifecycle of Wealth ManagementManage On-Boarding Requirements for New ClientsManage all Client RequestsCollaborate with Advisors on Related ProjectsASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT REQUIREMENTS:Successful Experience in Team Support and Client-Focused ServiceBachelor’s Degree and 1+ Years of ExperienceEntrepreneurial Attitude, Drive, & Grit to Expand Company SuccessElite Communication SkillsASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT SALARY & REQUIREMENTS:Competitive Salary Excellent BenefitsGrowth Potential with Booming Firm

Related Post

Staff AccountantStaff Accountant

Job Snapshot Why We’re Here We believe heartfelt, human connections make people’s lives better. Especially the people who work here.Our founder, Bill Kimpton rebelled against impersonal, generic hospitality that makes

Staff AccountantStaff Accountant

Los Angeles agency seeks experienced, motivated Staff Accountant to work directly with the Controller. Required Education & Experience: Bachelor’s or advanced degree in Accounting3-5 years accounting experience in a public