Private Client Group Associate

About the Role We are seeking a detail-oriented and motivated “Associate” to join our team. This entry-level position is designed for an individual who thrives in a professional, fast-paced environment and is eager to learn. The ideal candidate will demonstrate strong attention to detail, the ability to work independently, and a proactive mindset. Prior industry experience is not required as comprehensive training will be provided. Key Responsibilities Support team members with client file management as needed. Assist the executive team in preparing materials for meetings and calls. Conduct estate analyses, financial reviews, and / or business analyses for the executive team. Prepare polished client presentations, including PowerPoint decks and personal financial statements. Take detailed notes during client meetings and conference calls; assist with follow-up actions. Assist in the intake process for new clients, ensuring information is collected, organized, and accurately recorded. Research existing client files for accuracy and maintain updated records. Communicate with drafting attorneys for updates and clarification. Liaise with clients and their advisors to update personal financial statements. Serve as the first line of contact for client relationship servicing issues. Oversee the processing, follow-up, and maintenance of client asset retitling. What We’re Looking For Strong organizational skills and exceptional attention to detail. Ability to work independently while managing multiple priorities. Excellent communication skills, both written and verbal. A proactive and resourceful approach to problem-solving. A team player with a professional and positive attitude. Interest in estate, financial, or business planning (prior experience not required).