Wealth Management – Investment Associate Wealth Management – Investment Associate – Century City, CA. Wealth Management Investment Associates are responsible for supporting Investment Portfolio Managers by servicing client investment portfolios.
Overview: Reports to: Varies by location Functions Supervised: None Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs.
Ultimately, the Controller’s responsibilities are to ensure all financial transactions are accurately recorded for our clients in a timely and efficient manner. The ideal candidate has advanced to expert level