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Client Services Associate

2 months ago

Chicago, United States North Bridge Staffing Group Full time
  • My client is an independent investment and wealth management firm hiring a Client Services Associate to join their team.
  • A CFP is a bonus, but not required.
  • Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the client
  • Work with the client’s outsourced tax, legal and other experts to help facilitate tax, wealth transfer, and philanthropic planning goals
  • Assist in the preparation of new business development presentations.
  • Familiar with various investment asset classes and basic investment concepts, including alternative investments
  • At least three years of financial planning, family office, tax, or investment working experience with high-net-worth families.
  • CPA, CFP, or MBA is a plus.