Client Associate

The Client Associate provides comprehensive operational support and serves as a liaison between wealth advisors, portfolio managers, and high-net-worth clients. Key duties include managing daily transactions, opening accounts, performing account maintenance, and providing customized reporting. Candidates need 2+ years of financial services experience, an undergraduate degree, and Series 7 and 66 licenses within 180 days. Proficiency in Salesforce and Microsoft Office is preferred, along with strong communication and organizational skills.