Associate - Private Client

Asset Manager seeks Associate to work as part of a team with several Financial Advisors. Wonderful opportunity for exposure to all aspects of asset management. Candidate must possess strong skills in all of the following areas: analytical, written/oral communication, organizational, computer. Must also be detail-oriented, able to work well under pressure and be a team player. Responsible for all aspects of client servicing, which involves: heavy client interaction and problem solving for high net worth prospects, clients and intermediaries. Provide service and support functions such as, portfolio analysis, account creation, maintenance and reconciliation, special projects, preparation of marketing/prospecting presentations. General office management skills are required and include, phone coverage, correspondence, database maintenance, financial reporting. 

 

College educated and Industry experience required. Series 7 preferred.