Private Wealth Client Associate

Description Please reach out to Michelle Espejo via LinkedIn with your updated resume to be considered for the opportunity below.Our client operates as a privately held, independent investment management firm that is employee-owned. Specializing in managing portfolios for institutions and advisors worldwide, the company oversees equities, fixed income, private equity, and hedge fund investments. With a focus on stability, longevity, and a commitment to long-term success, the firm cultivates an investment culture centered on fundamental research and independent thought.Our client is seeking a private wealth client associate to provide support to our wealth management team. $80-95K + $15K Bonus. Hybrid role.Ideal Candidate

Demonstrate robust client service skills

Express an interest in financial services

Find motivation in the prospect of contributing within a high-energy team environment

Requirements

Job Role:

Establish and maintain regular communication with high-net-worth clients and potential clients.

Initiate the process for opening new accounts through the centralized Private Client Services Team.

Handle account maintenance tasks, including but not limited to disbursements, name/address changes, securities gifting, cost updates, billing/fees, and entering client-directed orders.

Serve as a liaison between Wealth Advisors, Portfolio Managers, Asset Management Business Control, Private Client Services, and internal and external operational groups.

Monitor various aspects of account activity such as trades, cash flow, debits, margin, tech shorts, performance, transfers, allocations, and fees using in-house portfolio systems.

Provide customized reporting and analysis to clients or the Wealth Advisor team regularly or on an ad hoc basis.

Assist in the creation of Financial Plans.

Maintain accurate and detailed client files.

Manage account information and the new business pipeline in the Salesforce database

Qualifications:

Bachelor's degree

Possession of Series 7 and 66 licenses

3-4+ years of experience in client service/support or a related role within the financial services industry

Proven ability to take initiative and work effectively with minimal supervision

Capability to prioritize and manage multiple tasks simultaneously in a dynamic, fast-paced environment

Proficient in Microsoft Office applications (Word, Excel, PowerPoint, and Outlook); familiarity with Salesforce is advantageous

Outstanding organizational and communication skills

Please reach out to Michelle Espejo via LinkedIn with your updated resume to be considered for this opportunity.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2023 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .