Private Client Associate


Location:

Century City

Summary:

The Private Client Associate will be responsible for providing day to day administrative support to wealth advisors and high net worth investors.

Essential Job Functions:
  • Serve as primary operational and administrative contact for high-net-worth and institutional clients; provide daily client service
  • Work closely with operations, marketing, performance, and portfolio management teams to conduct analysis of client portfolios
  • Manage new account opening and ongoing account monitoring processes
  • Initiate and monitor transfers and asset allocation changes
  • Maintain contact management database
  • Collaborate with management to improve advisor practices and procedures in support of efforts to increase revenue and provide exceptional customer service
  • Coordinate client meetings and marketing presentations
Qualifications:
  • Undergraduate degree.
  • 5 to 7 years client service working with high net worth individuals at an investment management firm, private bank, or broker/dealer with history of increasing responsibilities.
  • Knowledge of equity and fixed income markets.
  • Demonstrated knowledge of asset allocation concepts.
  • Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments.
  • Knowledge of nuances in setting up various account registrations, including documentation required and limitations behind such registrations.
  • Commitment to, and demonstrated history of, providing the best service levels to clients as well as to internal constituents.
Skills Required:
  • Comfortable interacting with high net worth individuals in a face to face setting or over the phone.
  • Teamwork – ability to collaborate in a professional and constructive manner.
  • Strong problem solving skills; ability to synthesize a recommendation or solution based on disparate and sometimes, incomplete, information.
  • Proficiency in use of portfolio accounting systems (i.e., APL), CRM’s, Excel, Word, and database software, and web-based systems of various custodians.
Please Email:

revi@wallstreetpersonnel.com and attach your resume.

 

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