Private Client Associate

Private Client Associate:
Well-known asset management firm seeks a Private Client Associate to work in their LA office.
Responsibilities:Work as part of a team with Financial Advisors. Responsible for all aspects of client servicing, which involves heavy client interaction and problem solving for high net worth prospects, clients and referral sources. Provide service and support functions such as portfolio analysis, account creation, maintenance and reconciliation, special projects and preparation of marketing/prospecting presentations. General office management skills are required and include phone coverage, correspondence, database maintenance and financial reporting. Training involves both classroom as well as on the job exposure to Private Client products, services, procedures and policies, in addition to continuing education on various industry/economic events and market issues. Wonderful opportunity for exposure to all aspects of asset management.
Hours: 8-5
REQUIREMENTS
Requirements:
4 year College Degree
Financial Services industry experience preferred. Candidate must possess strong analytical, written/oral, communication, organizational, and computer skills. Must be detail-oriented, able to work well under pressure and be a team player. Private Client Assistants have 6 months from date of hire to become registered (Series 7 & 63) and be promoted to Associates.FOR IMMEDIATE CONSIDERATION:
Please register online at https://www.glocapsearch.com/ and apply to Job Number 14532-118.
Thank you & good luck.