Danville - Portfolio Trader at East Bay Wealth Management Firm!

Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**

A Wealth Management Firm managing around 6 million in assets, located in the East Bay is looking for an experience Client Service Associate to join their team. This firm provides excellent opportunities for career advancement. If you're eager to make a difference, apply now and contribute to ongoing success!

Job Duties:

• Prepare and maintain spreadsheets detailing potential and current client portfolios.
• Execute client trades with precision and accuracy.
• Rebalance client portfolios.
• Generate and review detailed client's portfolio.
• Handle client money movement requests in a timely manner.

Requirements:

• 3+ years of experience in Wealth Management
• 1+ years of trade operations experience.
• CFA is a huge plus, but not required
• Proven longevity in other roles.
• Professionalism, dependability, integrity and trustworthiness with confidential info
• Motivated self-starter, Deadline Orientated, Multi-task, Organized and excellent attention to detail

• 4% matching 401K contributions, Profit Sharing, and medical/dental/vision

**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**