Senior Client Service Investment Advisor for UHNW Clients

Virtus Investment Partners, Inc; Los Angeles (CA); Presencial; USD 72.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, and Vision Insurance

Life and Disability Insurance

Tuition Reimbursement

Paid Family Care Time

Paid Volunteer Days

Gym Onsite

Paid Parking

Descripción de la vacante

Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes.

Qualified candidates will have a Bachelor's degree, a minimum of five years of relevant experience in client-facing roles, and a strong understanding of various investment types. The role offers a competitive starting salary and comprehensive benefits.

Formación

• Minimum five years of client service experience supporting high-net-worth individuals.
• Demonstrated commitment to exceptional client service.

Responsabilidades

• Serve as the primary administrative and service contact for high-net-worth clients.
• Open new client accounts and oversee onboarding.
• Maintain accurate client records in CRM systems.

Conocimientos

Client service experience

Strong understanding of equity

Fixed income knowledge

Alternative investments

Account registration knowledge

Experience with custodians

Educación

Bachelor's degree

Series 7 (preferred)

Descripción del empleo

Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes.

Qualified candidates will have a Bachelor's degree, a minimum of five years of relevant experience in client-facing roles, and a strong understanding of various investment types. The role offers a competitive starting salary and comprehensive benefits.