Client Associate

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? Are you outgoing with a desire to provide a world class client experience? We’re looking for a client associate to: • Help support client advisors in delivering exceptional client service and experience • Direct contact with sophisticated high and ultra-high net worth clients including executives, business owners, multigeneration families and complex layered entities on daily inquiries and account servicing (general account queries, service requests, investment orders, distributions, etc.) • Assist with account opening, onboarding, due diligence and monitoring activities • Support with documentation for client meetings, business trips, investment proposals and the like • Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements • Maintain a client matrix for scheduling and follow up with clients and prospects • Manage a multitude of tasks in a fast-paced environment, while delivering accurate and timely results • Educate clients on comprehensive account services and capabilities of the team • Plan, create and implement team marketing events and marketing materials