Private Client Relationship Associate

Private Client Relationship Associate will execute client requests and maintain proactive account administration, working with key stakeholders to provide comprehensive day-to-day service to clients. The role involves executing cash management activities, performing client account activities, preparing investment-related documents, and maintaining CRM records.

Requirements

• Serve as a critical team member in partnership with Client Service Advisors and Senior Associates
• Partner with key internal stakeholders to provide comprehensive day-to-day service to clients
• Execute cash management activities
• Proactively perform client account activities
• Prepare investment-related documents for client signature
• Maintain CRM records for clients and prospects
• Complete ad hoc client-related projects as needed

Benefits

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)