An established and expanding wealth management firm with $4B 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 Marketing StrategyASSOCIATE, 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 to Advisor Role