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Private Wealth Management Registered Client Service Associate
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Full-time
- Private Wealth Management Registered Client Service Associate
- Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
- Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
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