Private Client Associate
ECG ResourcesWestport, CT, United Statesjob_description.job_card.30_days_ago
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Close Knit Multi-Family Office seeks a Private Client Associate to service their UHNW clients by providing full suite of family office services.
- Act as the daily point of contact for receiving / responding to client communications
- Support advisors in all aspects of client service
- Direct client service responsibilities, including new account onboarding, responding to client inquiries, and fostering strong client relationships
- Coordinate account openings / closings / transitions
- Position offers excellent work / life balance, and comprehensive benefits
- Requires 3+ years' experience; strong investment background is a must
- Series 65 or 66 license is a plus
- Great potential for growth in a team oriented, non sales environment
Relocation Assistance Provided.~
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Client Associate • Westport, CT, United States