Wealth Management: Private Client Associate

Alpine Private Wealth; Missouri; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Generous benefits

Job summary

A boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients. Responsibilities include account management, report preparation, and enhancing client relationships. Candidates should demonstrate excellent multi-tasking, high client service orientation, and proficiency in tools like Excel and Salesforce. Competitive compensation and benefits are offered.

Qualifications

• Strong passion for client service is critical.
• Highly reliable, professional, and conscientious.
• Demonstrated experience handling complex problems.

Responsibilities

• Serve clients' wealth management concerns promptly.
• Support Advisors in account opening and fund transfer.
• Prepare monthly and quarterly reports using Tamarac.

Skills

Client service orientation

Organizational skills

Problem-solving abilities

Teamwork

Excel proficiency

Tools

Excel

Salesforce

Tamarac reporting system

Job description

A boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients. Responsibilities include account management, report preparation, and enhancing client relationships. Candidates should demonstrate excellent multi-tasking, high client service orientation, and proficiency in tools like Excel and Salesforce. Competitive compensation and benefits are offered.