Goodwin Recruiting: 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

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