Urgently Seeking an Entry Level Client Associate!

Do you have 1-3 years of strong administrative experience and a customer service-oriented personality? A knack for numbers and people, as well as a desire to learn and grow with an employee-centric organization where you can build a long-term career? If you're nodding yes, we may have the perfect opportunity for you!

A nationally recognized financial services firm is seeking a Client Associate to join their tenured team. This company prioritizes its employees, offering a supportive, collaborative environment where team members are valued and have a stake in the organization’s success. With a strong reputation in wealth management, investment banking, and asset management, this firm is committed to integrity, expertise, and personalized service. They also invest in their employees’ education and professional growth, offering opportunities for development and licensing.

Responsibilities:

- Provide high-quality service by managing client relationships, projects, and retirement plans.

- Assist financial advisors with investment research, client presentations, and plan administration.

- Maintain accurate client records, ensure compliance, and support financial advisors with client communications.

- Conduct group education presentations and manage follow-ups on client meetings.

Requirements:

- A bachelor’s degree is preferred, with licensing and professional development opportunities.

- Strong organizational, communication, and multitasking skills in a fast-paced environment.

- Proficiency in Microsoft Office; experience with Envestnet/ERS is a plus.

APPLY TODAY! Don’t miss this incredible opportunity to grow your career with a company that values its employees as much as its clients. We are interviewing IMMEDIATELY!