Our client is a prestigious asset management firm that is seeking a Private Wealth Associate who will work closely with clients and internal colleagues. Key responsibilities include processing transactions and managing client files, developing positive client relationships, reviewing daily balances and reports, coordinating/managing all client communication, and working on other special projects with the Client Team. Interested candidates should have solid computer skills (MS Office – Word, Excel PowerPoint), a Bachelor’s degree and background in banking/wealth management is preferred, the ability to multi-task while being detail oriented, and have strong communication skills. This is a wonderful (hybrid schedule) opportunity for anyone wanting to take the next step in their finance/investment career!
Job Code: 17053
Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Our clients base their offers on a range of variables including years of work and industry specific experience, salary history, education level, etc.