Financial Advisor Assistant

2 weeks ago

Seattle, United States Ascendo Resources Full time

We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following:

  • Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank and clients.
  • Initiating the establishment of new accounts including with bank, investment and fund accounts.
  • Delivering exceptional service and impeccable execution for client requests, inquiries, and transactions.
  • Assist with the account maintenance, money movement transfers and any other client requests
  • Orchestrating seamless coordination among internal teams, including Portfolio Managers and Operations Team, to facilitate smooth process flow.
  • Diligently ensuring adherence to compliance protocols.
  • Assist portfolio managers with putting together presentations for clients.


Requirements

  • 3+ years of experience working with HNW clients within a wealth management setting
  • Proficiency in administrative support to Advisors, Private Bankers or Portfolio Managers
  • Bachelor's degree in Finance, Business, Economics or related field
  • No FINRA Licenses required
  • This is an on-site/hybrid position, candidate must be local to Seattle area and willing to commute.

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