Client Advisory Associate

• Manage and develop client relationships to ensure maximum client satisfaction.
• Prepare client presentations and reports on a regular basis.
• Handle administrative duties such as scheduling, billing, and client correspondence.
• Stay updated on financial market trends and relay relevant information to clients.
• Work closely with the financial advisory team to develop and implement client strategies.
• Ensure all client interactions and transactions comply with regulatory standards.
• Participate in client meetings and contribute to the discussion with valuable insights.
• Assist in the onboarding of new clients and handle any client concerns or issues promptly.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.