Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:
• keep management systems up to date with client
information
• educate clients on account services and capabilities
• assist with resolving client issues, questions, and
requests related to their accounts
• help with the preparation of reports and other
materials for client meetings
• perform all tasks related to Client Operations
(account opening and maintenance, funds
distribution, etc.)
• participate in team projects and meetings
• complete firm-initiated projects