West Coast Senior Client Associate

A company is looking for a Senior Client Associate (West Coast).

Key Responsibilities

Provide day-to-day operational and administrative support to wealth managers, ensuring exceptional client service

Execute client tasks, requests, and inquiries promptly while improving internal procedures for better client experiences

Assist in client prospecting, onboarding processes, and investment transactions while maintaining compliance and confidentiality

Required Qualifications

2+ years of experience in a similar role with a registered investment advisory firm or broker-dealer

High-energy, collaborative attitude with a strong ownership mentality

Strong technical skills in Google Suite applications and familiarity with MS Office

Detail-oriented and organized, capable of managing multiple tasks simultaneously

Adept at learning and adopting new technologies quickly