Portfolio Management Associate

5 days ago


Palo Alto, California, United States Thriving Asset Management LLC Full time
Job Description

We are seeking a highly skilled Registered Sales Associate to join our team at Thriving Asset Management LLC. The ideal candidate will have experience in account maintenance and outbound client and prospect contacts.

Key responsibilities include:

  • Returning client phone calls and emails in a timely and professional manner
  • Filling out new account forms and transfer paperwork accurately and efficiently
  • Setting up EFT instructions and money moves for clients
  • Booking appointments for existing clients' account reviews and prospective new clients

The successful candidate will have excellent communication and organizational skills, with the ability to work in a fast-paced environment.

Company OverviewThriving Asset Management LLC is a portfolio management firm and investments company that offers planning and money management services to high net worth clients.
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