Client Service Associate, Wealth Management

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Salary: $90-110k base + Bonus (~20%)

About the Company:

This organization is a swiftly expanding investment advisory entity, managing assets valued billions of assets. The firm fosters a distinctive learning culture featuring comprehensive training.

Key Responsibilities:

• Run performance reporting and analyze contribution and attribution effects.
• Run back-office reconciliation processes and provide a high level of service to sophisticated clients.
• Support web-based conference calls and provide international banking operational support.
• Support portfolio rebalancing and monitoring and assist with implementing and monitoring compliance processes.

Qualifications:

• 5+ years of experience within the financial services industry.
• Strong communication, analytical, problem-solving skills, and attention to detail.
• Ability to work in a small, versatile environment and willingness to take on multiple roles.
• Experience with Salesforce, and ideally Black Diamond/Advent.
• A strong preference for candidates who have worked with either Schwab or Fidelity and possess Series 7/65 or CFP.

Why Work With Us:

• Low turnover with significant opportunities for advancement, including a career path to Principal and then to President of the firm.
• Emphasis on work-life balance and professional development, including coverage for professional designation costs.
• An innovative, tech-driven firm with strong focus on automation and other tech innovations.
• Opportunity to join a fast-growing RIA

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half