Multi-Billion dollar Independent RIA serving ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
- Serve as a primary lead for client onboarding and private wealth client services
- Provide an excellent client experience for ultra high net worth clients
- Participate in the growth of a growing, independent RIA by servicing client needs, and maintaining and building key relationships
- Strong culture of teamwork, work life balance and personal and professional development
- Competitive compensation package including benefits and bonuses
- Bachelor’s Degree
- 2+ years experience in Client/Customer Service capacity, preferably in Financial Services
- Track record of professionalism, adaptability, attention to detail, and time management