Client Associate / Senior Client Associate - Private Wealth Management

Client Associate / Senior Client Associate - Private Wealth Management: Deliver comprehensive operational support and serve as a trusted resource for clients and an experienced eight-person Wealth Advisor Team managing over $2b AUM.

Requirements

• 3+ years of proven client service / support or related experience in the financial services industry
• An undergraduate degree, SIE, Series 7, and Series 66 licenses required
• Proficiency with Microsoft Office and prior CRM experience preferred, particularly with Salesforce

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Discretionary bonus