Senior Client Associate

4 weeks ago

Miami, United States Atlantic Group Full time

Our client is an investment advisory firm that provides sophisticated and tailored investment solutions to high net worth Sports & Entertainment professionals.

They are looking for an individual who has 2-4 years of client facing experience in Financial Services.

RESPONSIBILITIES: Work closely with the companys NY-based Senior Advisors in preparing marketing materials and personalized investment proposals and reports. Serve as first point of contact to proactively manage and deliver the client experience and scope of services. Work jointly with advisors on complex relationships, with the expectation that the candidate eventually be able to handle low complexity clients independently. Work closely with the reporting team to generate reports, analyses, and solutions. May participate in client meetings to present reports. Oversee and support with post-client-meeting follow ups, including assisting with onboarding documentation and client intake process. Support Senior Advisors with coordinating and processing new private fund subscriptions. Maintain up-to-date client data in the contact management system (CRM) for purposes of reporting, scheduling, tracking, and marketing. Create and maintain client files, prepare client forms and reports, and assist with client correspondence as requested by the firms Advisors. Work closely with firms financial planning and reporting team to create customized financial plan and portfolio reports tailored to the client. Support Senior advisors with business development, which may include but not be limited to coordinating client events and meetings. Provide weekly and monthly portfolio reports to Senior Advisors to support them in their oversight of client relationships, such as weekly cash positions, monthly portfolio benchmark deviations. Assist clients with requests related to the companys portfolio management system, custodian portal(s) and tax forms. Liaise with clients and firms network of business professionals, including accountants, attorneys and other specialized advisors and service partners, as needed.

REQUIREMENTS: Bachelor's Degree Minimum 2-3 years of experience in the financial industry. Relationship skills and commitment to establishing long-term client relationships. Self-motivated, highly driven, and entrepreneurial personality. Demonstrate a high degree of organizational and follow up skills. Excellent interpersonal and written/verbal communication skills. Demonstrated ability to articulate financial terminology effectively and clearly. by Jobble

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