Client Services | Investment Advisor
2 weeks ago
25 + year established RIA seeks a Private Client Associate to service their UHNW clients.• Acting as a key point of contact for clients, in conjunction with the firm’s senior advisors• Regularly interfacing with HNW clients in a proactive manner, solving client issues andhandling requests promptly and professionally• Responding to client inquiries on a wide variety of topics related to the firm’s services, andidentifying when to include additional team members where appropriate• Gathering relevant client information comprehensively, both for suitability purposes as wellas identifying opportunities to gain firm wallet share and drive referrals• Providing support in growth initiatives, from further developing our marketing strategy tobuilding a strong rapport with current and potential Drum Hill Capital clientsQualifications• Minimum of three years relevant client service experience with a leading financialinstitution or advisory firm• Experience in wealth management or private banking is highly preferred, experience ininstitutional asset management sales may also be suitable• An understanding and passion for markets and investing, and an ability to communicate thefirm’s views to clients• Self-starter who is assertive, independent, and able to comfortably interact on a personalbasis with HNW clients in a team approach• Entrepreneurial, able to take ownership not only of the responsibilities described, butwilling and able to contribute to new efforts as needed• Series 65 or 66 registered (or Series 65 must be successfully completed within 90 days ofemployment)• Experience managing workflows or firm processes in a CRM system a strong plus~Relocation Assistance Provided.~
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Client Services | Investment Advisor
2 weeks ago
Westport, United States ECG Resources, Inc. Full time25 + year established RIA seeks a Private Client Associate to service their UHNW clients.• Acting as a key point of contact for clients, in conjunction with the firm’s senior advisors• Regularly interfacing with HNW clients in a proactive manner, solving client issues andhandling requests promptly and professionally• Responding to client inquiries on...
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Client Services | Investment Advisor
1 week ago
Westport, CT, United States ECG Resources, Inc. Full time25 + year established RIA seeks a Private Client Associate to service their UHNW clients. Acting as a key point of contact for clients, in conjunction with the firm's senior advisors Regularly interfacing with HNW clients in a proactive manner, solving client issues andhandling requests promptly and professionally Responding to client inquiries on a wide...
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Client Services | Investment Advisor
2 weeks ago
Westport, CT, United States ECG Resources, Inc. Full time25 + year established RIA seeks a Private Client Associate to service their UHNW clients. Acting as a key point of contact for clients, in conjunction with the firm's senior advisors Regularly interfacing with HNW clients in a proactive manner, solving client issues andhandling requests promptly and professionally Responding to client inquiries on a wide...
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Client Services | Investment Advisor
2 weeks ago
Westport, CT, United States ECG Resources, Inc. Full timeAssociate Investment Advisor | Westport A long-established Multi-Family Office in Westport seeks an investment-focused, client-facing advisor with an entrepreneurial spirit to help the firm grow, including long-term equity potential. Key Responsibilities Acting as a key point of contact for clients, in conjunction with the firms senior advisors Regularly...
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Client Services | Investment Advisor
2 weeks ago
Westport, United States ECG Resources, Inc. Full time25 + year established RIA seeks a Private Client Associate to service their UHNW clients. Acting as a key point of contact for clients, in conjunction with the firms senior advisors Regularly interfacing with HNW clients in a proactive manner, solving client issues andhandling requests promptly and professionally Responding to client inquiries on a wide...
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Client Services | Investment Advisor
2 weeks ago
Westport, CT, United States ECG Resources, Inc. Full time25 + year established RIA seeks a Private Client Associate to service their UHNW clients. • Acting as a key point of contact for clients, in conjunction with the firm’s senior advisors • Regularly interfacing with HNW clients in a proactive manner, solving client issues and handling requests promptly and professionally • Responding to client...
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Client Services | Investment Advisor
2 weeks ago
Westport, CT, United States ECG Resources, Inc. Full time25 + year established RIA seeks a Private Client Associate to service their UHNW clients. • Acting as a key point of contact for clients, in conjunction with the firm's senior advisors • Regularly interfacing with HNW clients in a proactive manner, solving client issues and handling requests promptly and professionally • Responding to client inquiries...
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Client Services | Investment Advisor
2 weeks ago
Westport, CT, United States ECG Resources, Inc. Full time25 + year established RIA seeks a Private Client Associate to service their UHNW clients. Acting as a key point of contact for clients, in conjunction with the firms senior advisors Regularly interfacing with HNW clients in a proactive manner, solving client issues and handling requests promptly and professionally Responding to client inquiries on a...
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Westport, United States ECG Resources, Inc. Full timeAssociate Investment Advisor | WestportA long-established Multi-Family Office in Westport seeks an investment-focused, client-facing advisor with an entrepreneurial spirit to help the firm grow, including long-term equity potential.Key Responsibilities• Acting as a key point of contact for clients, in conjunction with the firm's senior advisors•...
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Westport, United States ECG Resources, Inc. Full timeAssociate Investment Advisor | WestportA long-established Multi-Family Office in Westport seeks an investment-focused, client-facing advisor with an entrepreneurial spirit to help the firm grow, including long-term equity potential.Key Responsibilities• Acting as a key point of contact for clients, in conjunction with the firm’s senior advisors•...
