Senior Client Associate
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 company’s 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 firm’s Advisors.
- Work closely with firm’s 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 company’s portfolio management system, custodian portal(s) and tax forms.
- Liaise with clients’ and firm’s 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.
-
Seniority level
Associate -
Employment type
Full-time -
Job function
Customer Service -
Industries
Financial Services
Referrals increase your chances of interviewing at Atlantic Group by 2x
See who you knowFeatured Benefits
Inferred from the description for this job
-
Medical insurance -
Dental insurance -
Vision insurance -
401(k)
Get notified about new Client Associate jobs in Miami, FL.
Sign in to create job alertSimilar jobs
People also viewed
-
Senior Client Associate
Senior Client Associate
-
Senior Registered Client Service Associate-Greenville, SC
Senior Registered Client Service Associate-Greenville, SC
-
Senior Account Executive
Senior Account Executive
-
Senior Client Associate
Senior Client Associate
-
Fund Services Senior Associate - 145890
Fund Services Senior Associate - 145890
-
Aladdin Provider Client Manager - Associate
Aladdin Provider Client Manager - Associate
-
Analyst, Customer Operations
Analyst, Customer Operations
-
Know Your Client (KYC) Case Manager - Associate
Know Your Client (KYC) Case Manager - Associate
-
Associate Director, Client Services - Digital
Associate Director, Client Services - Digital
-
Senior Associate
Senior Associate
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub