Veritas Partners | Private Client Advisor

5 days ago


washington, United States Veritas Partners Full time

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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