27 Jul
Non-IT - Client Associate
Vacancy expired!
Our client, a multinational investment bank and financial services company, is seeking a Non-IT - Client Associate
Location: Pasadena, CA Position Type: Contract Job Summary: You'll be working as part of Global Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them support Financial Advisor in various operational and administrative functions Job Responsibilities: -Help with the preparation of reports, portfolio updates, and other materials for client meetings -Collect documentation and follow firm requirements for opening new accounts and servicing client requests -Stay up to date on financial market changes and firm policies -W ork with clients on account services and deliver capabilities Required expertise: -Bilingual in English and Chinese -Must be a team-player with solid interpersonal skills -Detail oriented (nothing gets past you) and organized -Proficient in Microsoft Office SuiteVacancy expired!