This exciting opportunity is with a well-established, elite investment management and financial
planning firm. They specialize in advising high net worth individuals, including CEO’s and other
senior executives of Fortune 500 companies, business owners, and families with substantial
wealth. The mission of this wealth management firm is “To protect and prudently grow the
wealth of our exclusive clientele”.
This individual provides personalized and high level professional service to an assigned clientele
group. They proactively anticipate client needs and collaborate with Investment Analysts and
Financial Advisors to provide a customized client experience.
Responsibilities
 Provides daily management of client needs, including the establishment of new accounts,
facilitating asset transfers, and cash flow management.
 Contributes to the production of client quarterly performance reports.
 Collaborates with custodians and contra firms to resolve client issues.
 Utilizes custodian portfolio accounting systems, CRM software, and web-based applications
as an integrated part of daily responsibilities.
 Creates special presentations and provides client meeting support as requested by Financial
Advisors.
 Works on projects as requested.
Experience/Requirements
 4+ years of solid customer service experience.
 Bachelor’s degree preferred.
 Experience supporting assigned clientele with an affinity for providing personalized service.
 Extraordinarily high degree of professional polish required.
 Excellent time management, multi-tasking, and follow up skills.
 Investment advisory firm, brokerage firm or banking experience highly desired.
 Experience working with custodians and contra firms preferred.
 Beginner to intermediate knowledge of investment products and the financial service industry.
 Self-directed and self-motivated individual with the ability to work in a team-oriented
environment.
 Exceptional verbal and written communication skills.
 High attention to detail.
 Intermediate knowledge of Microsoft Office Suite and CRM software applications.
 Experience with portfolio accounting systems and Tamarac Advisor X preferred.
This position provides a highly competitive benefits package that includes a generous salary with
bonus potential; Retirement 401(k); medical, dental and vision coverage; life insurance; flexible
spending account; short- and long-term disability; paid time off; fitness reimbursement; day care
spending account and commuter allowance.