Our client is an established and rapidly growing Investment Advisory Firm seeking someone interested in developing their skills and advancing their career. With over $1 Billion in assets under management (AUM), we've grown by $400 million in the last three years purely through client referrals.
Our firm offers a unique learning environment, focusing on education and training in FactSet technology, Bloomberg research, Morningstar Direct technologies, and continuous compliance training.
- As a key contributor, you'll receive significant support from our experienced team and specialized training in client relations, portfolio operations, and analysis.
Requirements – client service associate:
- 7+ years of experience within the private wealth space
- Strong communication and detail orientation skills, as well as excellent analytical and problem solving skills
- Ability to work in a small environment where everyone wears multiple hats
- Cannot be a job hopper
