Private Client Associate
Private Client Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Responsibilites:
- Prepare all paperwork necessary for clients (new account opening custodial contracts manager forms transfer forms subscription documents for alternative investments termination letters for legacy managers and other various authorizations)
- Manage general client account inquiries including maintenance requests charitable gifting required minimum distributions and address changes
- Assist with Trading on multiple custodial platforms
- Assist the Private Client Team with projects as assigned
- Meticulously complete trade blotters and other compliance checks
- Assist with performance reporting checks
Competencies for Success / Qualifications:
- Bachelors degree in Finance Economics Business or other relevant field
- Attention to detail and highly organized ability to work independently to meet deadlines
- Ability to multitask in a fastpaced environment and react to change positively
- Excellent interpersonal collaboration and communication skills
- Highly motivated with strong work ethic
- Critical thinking skills selfstarter with excellent followup abilities
- Knowledge and experience with Microsoft Office (i.e. Word Excel PowerPoint)
- Ability to quickly learn new software applications including those which are proprietary
- Progress toward CFA CFP or CIMA certification a plus
Required Experience:
IC
Employment Type
Full-Time
