Client Service Associate - Global Wealth Management Firm
Agency 360 - San Francisco, CA

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Our client, a high profile global Wealth Management Firm, is seeking a Private Client Associate to join their team. This group has approximately $500 billion in assets under management. 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 PCA will gain fantastic exposure and training.

Responsibilities include but are not limited to:
Heavy client interaction and problem solving for high net-worth prospects, clients and intermediaries.
Provide service and support functions such as, portfolio analysis, account creation, maintenance and reconciliation.
Preparation of marketing/prospecting presentations.
Conduct performance analytics.
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
2+ years of experience within the financial services industry, familiarity with private investments preferred
Strong analytical, and organizational skills
Excellent analytical and mathematical capabilities
High level of initiative and critical thinking skills
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
Series 7 license

This firm provides a competitive compensation plan and full comprehensive benefits.

For immediate consideration, please email your resume in an attached document to Sally Shumaker: sally@agency360sf.com

We thank you in advance for your response!