Job Description
Junior Client Wealth Associate
An investment firm is seeking an Associate to work in a fast-paced environment who is a highly organized, proactive individual.
The purpose of this role is to support a team of Financial Advisors and maintain client accounts and provide portfolio account maintenance, prepare client meeting presentations, handling cash outflow and inflow balances. monitor asset allocation, cash balances, set up and monitor new client accounts.
1+ years of experience in client service, or operations within an RIA/Investment firm with experience working with HNW clients.
Strong comp package and a full suite of benefits.
Hybrid work schedule for 3 days in office