A nationally recognized Private Wealth Management Team is looking to add an exceptional private wealth associate who can work with sophisticated, ultra-high net worth clients.

Two years prior experience preferred. Strong GPA and undergraduate experience preferred.

The team is actively seeking an experienced individual to lead all aspects of day-to-day client service and support. In this role you will effectively leverage tools to maintain client health and mitigate risk, you will utilizes resources, tools, and technology to create efficiency and capacity in the business. The ideal candidate will demonstrate the use of processes and anticipate business deliverables and deadlines. You will serve as the primary point of contact for clients on all service needs, all while expressing positive energy and enthusiasm.

Some of the key qualities for success in the role include:

• Ability (and passion for) meeting both simple and complex day to service needs of clients
• Proven process taking accountability and ensuring timely follow-through
• Experience using Salesforce and other tools to document client interactions, and escalate issues where appropriately
• Ability to priorities in response to changing work demands and expectations

Job Description:

The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). This role is specific to Private Wealth Management and the CA who supports Private Wealth Advisors. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact. 

Qualifications:

• Undergraduate degree preferred
• Minimum of 2 + years professional or relevant internship experience required.
• Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations.
• Knowledge of investment and banking products, policies & procedures is required.
• Strong client service, operational & technical skills (MS Word & Excel).
• Strong communication, time management, and organizational skills are required.

NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).