Prestigious Investment Firm seeks Client Analyst! - $45-60K + Bonus

Westside global wealth management firm is seeking an ambitious Client Analyst to join its top-performing staff.  Become a key player to the success of this industry leader by acting as the primary contact to high net worth clients for all account maintenance matters as well as serving as a valuable resource to a team of investment professionals in assisting with overall client relations.  Other duties will include supporting all aspects of sales efforts and the implementation of new client accounts. 

 

Bring your genuine team player mentality and can-do attitude to this role and thrive in this fast-paced environment while demonstrating your ability to remain poised under pressure.  Put your exceptional written and verbal communication skills to work as you collaborate with team members to improve the quality and efficiency of core team functions.  Must have meticulous attention to detail and strong organizational skills.  A college degree is required and Series 7 and 63 Licenses must be obtained within the first 12 months of employment.  In order to be considered, applicants will be required to pass an extensive background check.

 

Outstanding opportunity to join an internationally-known firm and advance your career in the finance industry. This position comes with excellent benefits and an annual bonus. For immediate consideration, please submit your resume in Word format with “Client Analyst” in the subject heading.