Role details

Client Associate

Washington   •   USD60,000 - USD65,000   •  Permanent

Bullet points

  • Client Associate
  • Client Associate

About Our Client

We are a large, quickly growing, and well-established wealth management firm always looking to add top talent

Job Description

  • Liase with Operations, Portfolio Analytics, Risk Advisory, and Technology teams to ensure accuracy of reporting deliverables with respect to relevant relationship accounts
  • Utilizes third-party data and software to to perform financial research
  • Support Senior Associates and Client Advisors, escalate client issues as appropriate
  • Maintain the operational aspects of client accounts; entering trade instructions, posting daily cash activities, reporting on investment performance
  • Field questions from clients and properly manage client expectations
  • Establish a sense of ownership and accountability with client accounts

The Successful Applicant

  • BS required in Finance, Accounting, Economics, Statistics, or Mathematics
  • 2-4 years of experience in client service within banking or financial services
  • Experience in on-boarding new client accounts a huge plus
  • Basic knowledge of portfolio reporting and investments
  • Ability to work independently
  • Ability to work in a client-facing role

What's on Offer

Competitive salary plus bonus and great benefits

Apply for this job

Click the Apply or LinkedIn button below or contact Tyler Park quoting job reference 1197018
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