Wealth Management Analyst / Client Associate

Private Client Financial Services Assistant

Assist Sr. Financial Advisor and team in various phases of private client financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing team.

Responsibilities :

• Assist in managing team's ultra-high-net-worth wealth management relationships and accounts
• Prepare timely and accurate performance reports and account analysis
• Prepare accurate and insightful ad-hoc analyses on client accounts, market and investment data as needed
• Analyze existing client and prospect investment data to prepare customized asset allocation proposals utilizing the Firm's software tools
• Prepare various presentations and analyses to assist Advisors in obtaining expanding and retaining clients' business
• Assist in facilitating client investment trades and portfolio modifications
• Respond timely to inbound client requests for information and services such as transfers and settlement
• Complete client onboarding documentation, KYC, compliance maintenance, and subscription packets for private investments
• Take and execute on client trade instructions using firm OMS
• Assist Advisor in prospecting and business development activities including outreach, tracking and list management

Qualifications :

Additional Differentiators :

Primary Location Full Time Salary Range of $75,000 - $95,000.