Registered Client Services Assistant/Associate
Agency 360 - San Francisco, CA

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Registered Private Client Assistant/Associate

High profile global Wealth Management Firm is seeking an experienced Registered Private Client Associate. This role is within one of the highest producing teams within this top tier firm. These assets include portfolios from institutions and high net-worth clients. We are searching for a bright, motivated professional with one or two years of experience within financial services. This is a dynamic and innovative team, and a leader within the financial services world. This Private Client Associate will gain fantastic exposure.

Responsibilities include but are not limited to:
Manage all operational /administrative client services support to Vice President of Private Client Group.
Heavy client interaction and problem solving for high net-worth prospects, clients and intermediaries.
Provide service and support functions such as, account creation, maintenance and reconciliation.
Preparation of marketing/prospecting presentations.
Report investment execution and settlements
Generation of monthly and quarterly client performance reports.
Creation of routine and ad-hoc presentations.
Managed data tables and graphs for use in various research reports and presentations for clients and prospects.
Individual will also manage special projects on an as need basis.

Qualifications include but are not limited to:
4-year college degree, Series 7 license
5 years of experience within the financial services industry, familiarity with private investments preferred
Strong organizational skills
High level of initiative
Detail oriented with strong organizational skills with the ability to establish, organize and meet priorities
Strong communication skills (both written and verbal)
Ability to work well under pressure and be a team player
Proficiency with all MS Office Suites

Agency360 thanks you in advance for your interest and inquiry and we wish you all the best in your search.