Veritas Partners | Private Client Advisor
5 days ago
Our client, an investment firm in Washington, DC, is currently seeking a Client Advisor to join their team. The incumbent will be client facing and will be responsible for client service-related activity, but not responsible for sales goals.
Responsibilities
• Collaborate with client’s internal and external advisors
• Responsible for client onboarding, transactions, recurring events
• Provide excellent communication to client and internal/external advisors
• Provide detailed financial reports to the client
• Resolve day to day client issues
Qualifications
• Bachelor’s degree is required
• Must have ten years of experience in the investment management or financial services
• Must have basic accounting experience
• Strong knowledge of trusts and estates
• Excellent client service skills
• Outstanding communication skills
• CFP or CTFA is a plus
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Veritas Partners | Private Client Advisor
5 days ago
washington, United States Veritas Partners Full timeOur client, an investment firm in Washington, DC, is currently seeking a Client Advisor to join their team. The incumbent will be client facing and will be responsible for client service-related activity, but not responsible for sales goals.Responsibilities• Collaborate with client’s internal and external advisors• Responsible for client onboarding,...
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Private Client Advisor
4 days ago
Washington, United States Veritas Partners Full timeOur client, an investment firm in Washington, DC, is currently seeking a Client Advisor to join their team. The incumbent will be client facing and will be responsible for client service-related activity, but not responsible for sales goals.Responsibilities• Collaborate with client’s internal and external advisors• Responsible for client onboarding,...
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Private Client Advisor
5 days ago
Washington, United States Veritas Partners Full timeOur client, an investment firm in Washington, DC, is currently seeking a Client Advisor to join their team. The incumbent will be client facing and will be responsible for client service-related activity, but not responsible for sales goals.Responsibilities• Collaborate with client’s internal and external advisors• Responsible for client onboarding,...
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