Client Service Associate - Prominent Investment Firm

Description

Client Service Associate - Wealth Management

A rapidly growing investment advisory firm is seeking a Client Service Associate to join its high-performing team. This role offers hands-on experience in client relations, portfolio operations, and investment analysis, with access to cutting-edge tools like FactSet, Bloomberg, and Morningstar Direct. Ideal for professionals looking to deepen their expertise and grow within a collaborative, education-focused environment.

Key Responsibilities

Deliver high-touch service to sophisticated clients

Process account openings, transfers, trades, and other transactions

Prepare performance reports and support client meetings

Maintain accurate client documentation and ensure compliance

Monitor client communications and portfolio needs

Reconcile client accounts with custodial records

What's Offered

Competitive compensation based on experience

Full healthcare benefits

401(k) retirement plan

Ongoing training and career development

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect!

Requirements

Qualifications

Bachelor's degree required; Series 65 a plus

5+ years of experience in financial services (wealth / asset management, brokerage, or banking)

Strong analytical, communication, and organizational skills

Proficiency in Microsoft Office; Salesforce experience preferred

Familiarity with Fidelity, Schwab, Black Diamond, and Morningstar is a plus

Ability to multitask and prioritize in a fast-paced environment

Excited about this role? We'd love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - let's explore how this opportunity could be the right fit for your next career move.

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