Wealth Management Client Service Associate

Join a leading wealth management firm as a Client Service Associate. This role focuses on delivering outstanding client experiences and managing daily operational tasks in a collaborative environment.
As a Client Service Associate, you'll report to the Director of Operations and collaborate with various teams including Trading, Accounting, and Portfolio Management. Ideal candidates have strong organizational skills and thrive in detail-oriented tasks. This position offers the opportunity to build a long-term career in investment management while supporting client interactions and operational procedures.
Key Responsibilities:
• Prepare and deliver quarterly client reports and statements
• Manage client cash requests and maintain cash management records
• Develop an understanding of account types and client inquiries
• Prepare client documentation for onboarding and maintenance
• Reconcile transactions within portfolio management systems
Requirements:
• Post-se...