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Client Services Associate
2 months ago
Scope of work includes:
- Prepare & organize materials for regular client meetings
- Attend & participate in all client meetings
- Prepare follow up & action lists associated with each client meeting
- Monitor & implement client agreed action items
- Review quarterly client reporting package
- Participate in quarterly calls with clients to review materials
- Assist in development & implementation of customized asset allocation & wealth transfer strategies for client
- Assist in preparation of new business development presentations
Requirements:
- Bachelor's degree
- 2+ years of experience in financial planning, family office, tax, or investment experience with high net worth families
- Ability to be in office 2 days per week