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Associate Client Advisor
4 months ago
About the Company:
Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.
About the Role:
The Associate Client Advisor will be a key member of the advisory team and will help deliver high-touch service in the Western region and nationally, with a focus on the Pacific Northwest
Responsibilities:
- Partner with Senior Advisors to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients.
- Manage account transactions such as wire transfers, ACH disbursements, bill payments, fund redemptions and purchases, and opening/closing accounts.
- Collaborate with the investment team to monitor cash balances, transfer proceeds, and facilitate client requests for purchases, sales, or gifting.
- Coordinate asset transfers for new or terminating accounts.
- Prepare correspondence, reports, and spreadsheets, and assist with presentations and marketing materials.
- Calculate payments to trust beneficiaries and coordinate tax-related information with the tax department.
- Assist with maintaining client records and contact management systems.
- Support the production of reports, client reviews, and other administrative tasks as needed.
Associate Client Advisor Requirements:
- 2 plus years of related experience in UHNW Client Support and investment experience – preferably trust and estates.
- Degree, MBA preferred.
- Designation: CFP, CTFA, CAIA, CFA, or CIMA a plus.
- Excellent communication skills – written and verbal, as well as superior analytical skills.
- High proficiency with Microsoft Excel, PowerPoint, and Word with the ability to quickly learn new systems.
- Direct client contact experience preferred.
Associate Client Advisor Rewards- If you qualify for this opportunity, the Firm offers the below:
- Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments.
- Tremendous long-term career opportunity with continued growth and professional development.
- High visibility internally, providing growth opportunities.
- Well-established prominent multi-family office.
