Senior Client Service Associate Private Wealth Management

At Harris the true value of what makes us successful is found in our people. It is our unique mix of cultures experiences beliefs and backgrounds that sets Harris apart from the rest. We constantly strive to cultivate nurture and amplify an unparalleled environment where we value intellectual curiosity and uniqueness of thought. Inclusion is embedded in the very fabric of our culture of collaboration and openness.

We understand that a job description only tells one part of a broader story and Harris is seeking dynamic candidates who can add to our best-in-class environment. We recognize that qualifications can be gained through both traditional and non-traditional paths and we are committed to considering candidates who possess the potential to be excellent in this role regardless of prior experiences.

Therefore we encourage ALL interested individuals to submit their applications even if they do not meet every requirement outlined in the job description.

The Position

The Private Wealth Management (PWM) team works with high-net-worth individuals families and related institutions building customized separate account portfolios around each clients objectives risk tolerance income needs liquidity and time horizon with a focus on capital preservation and long-term growth.

The Senior Client Service Associate is responsible for the full life cycle of a relationship and supports the Portfolio Management team to further develop and enhance existing client relationships. Our goal is to provide an exceptional client experience by serving as a strategic and trustworthy partner to maintain long-term relationships with clients.

Responsibilities:

• Develop manage and expand private wealth relationships with existing and prospective clients
• Attend and contribute to client meetings and discussions covering investment strategy account performance new products and market developments to promote growth and strengthen client relationships
• Partner with internal business units and subject matter experts to deliver comprehensive solutions and address client needs
• Prepare materials for client meetings reviews due diligence meetings and prospect presentations
• Own and manage the client onboarding experience
• Develop implement and monitor the teams client service model

Qualifications

• Bachelors degree in Finance Economics Accounting Business Administration or a related field
• Minimum 3-5 years of prior experience in Private Wealth Management (PWM) in a client-facing role working directly with high-net-worth individuals and families
• Demonstrated knowledge of investment products services and terminology gained within a PWM or comparable private client environment
• Strong project management and organizational skills
• Excellent attention to detail and the ability to perform a wide variety of complex and confidential tasks with speed and accuracy
• Ability to work independently and in a team environment managing multiple and conflicting deadlines with initiative and adaptability
• Strong analytical skills and sound independent judgment to solve client issues
• Excellent verbal and written communication skills and the ability to communicate constructively within the department and the firm
• Proficient with Microsoft Office applications and CRM platforms

Equal Employment Opportunity Policy Statement
Harris Associates L.P. pursues a policy of equal opportunity in all areas of employment including recruitment hiring training compensation benefits advancement and treatment on the job. This means that Harris does not discriminate against employees or qualified applicants based on an individuals race color religion creed sex age national origin physical disability sexual orientation trans-gender status transsexual status status as a veteran or disabled veteran genetic information or for any other reason prohibited by law. Harris reserves the right to review publicly available information about applicants (i.e. via social networking sites) to the extent permissible under applicable law.

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