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Client Service Associate Wealth Management Mentorship

Expired Job

Robert Half Finance & Accounting Menlo Park , CA 94025

Posted 5 months ago

The top team at the nation's premier wealth management firm hopes to hire a Wealth Management Associate to support clientele of entrepreneurs, corporate executives, and partners in Venture Capital, Private Equity, real estate, and law. The team has among the most incredible growth trajectories of any team at any firm in the nation over the past ten years and provides huge upside in career growth.

Responsibilities: ? Will work closely with managers and VP?s to manage important elements of the client relationship. ? Provide service and support in portfolio analysis, money movement, and client prospecting ? Assist in meeting preparation, as well as account creation and maintenance ? Assist in researching client inquiries and managing follow-up communication and material ? Collaborate with team members to provide exceptional service as well as assist in the creation of customized financial strategies for existing and prospective clients Perks: ? Impressively growing organization and team with a lot of opportunity for career growth! ? Dive deep into all relationship management and operational facets of investment management ? They are DEDICATED to promoting from within! ? A very kind and down to earth team! They take annual trips together and go to happy hours and functions as well For immediate consideration, please email your resume to .

Requirements
? ? years of related experience ? A degree from a reputable university ideally in a related field of study. ? Hungry, Motivated, Humble. Highly organized with attention to detail. Willing and able to roll up your sleeves and GROW the business. ? Takes ownership of their work and enjoys working collaboratively towards a common goal.

Employment Type: Full-time



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Client Service Associate Wealth Management Mentorship

Expired Job

Robert Half Finance & Accounting