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 and
handling requests promptly and professionally
Responding to client inquiries on a wide variety of topics related to the firm's services, and
identifying when to include additional team members where appropriate
Gathering relevant client information comprehensively, both for suitability purposes as well
as identifying opportunities to gain firm wallet share and drive referrals
Providing support in growth initiatives, from further developing our marketing strategy to
building a strong rapport with current and potential Drum Hill Capital clients
Qualifications
Minimum of three years relevant client service experience with a leading financial
institution or advisory firm
Experience in wealth management or private banking is highly preferred, experience in
institutional asset management sales may also be suitable
An understanding and passion for markets and investing, and an ability to communicate the
firm's views to clients
Self-starter who is assertive, independent, and able to comfortably interact on a personal
basis with HNW clients in a team approach
Entrepreneurial, able to take ownership not only of the responsibilities described, but
willing and able to contribute to new efforts as needed
Series 65 or 66 registered (or Series 65 must be successfully completed within 90 days of
employment)
Experience managing workflows or firm processes in a CRM system a strong plus
~Relocation Assistance Provided.~
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