A 3B+Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Onboarding and Client Services.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Serve as a primary lead for client onboarding and private wealth client services
- Provide an excellent client experience for high net worth clients, building and maintaining client relationships
- Participate in the growth of a dynamic and growing, independent RIA by servicing client needs
- Strong culture of teamwork, integrity, work life balance and personal and professional development
- Competitive compensation package including benefits and revenue share
Requirements
- 2+ years experience in Financial Services or Wealth Management
- Bachelor’s Degree
- Track record of professionalism, adaptability, attention to detail, and time management
