Senior Client Associate
1 month ago
Top-Tier Registered Investment Advisory Firm Seeks a Senior Client Associate
Location: Miami, FL
The Role:
You will be supporting some of the Advisors and handling the needs of their specific client book. In addition, this role will liaise with any teams in the firm that are required to meet clients needs. The candidate should have strong attention to detail, be a self-starter, ambitious, and client-served focused.
Qualifications:
- A four-year degree from a regionally accredited institution (i.e. Bachelor of Science)
- Minimum 2-3 experience in the financial industry
- Proficiency in spreadsheet and database management, particularly with Microsoft Excel, and adeptness with the Microsoft Office Suite and email systems. Strong skills in internet-based research techniques are essential.
- Salesforce experience is required
#37339
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