Senior Client Service Associate

This role sits within a growing advisory practice at a financial services organization. The firm provides investment and advisory services to corporations endowments foundations and high net worth individuals and families. Services include comprehensive wealth management customized portfolio reporting and the development of investment guidelines and strategies. The team is composed of experienced investment professionals who support a large and diverse client base. As the organization continues to grow there are significant opportunities for internal mobility professional development and long term career growth. What You Will Do Partner with Financial Advisors to support their business and deliver essential functions including account opening and maintenance asset allocation portfolio implementation strategic planning and operational support Work directly with clients across all aspects of client servicing with the opportunity to build and maintain long term relationships Provide portfolio analysis for clients and prospective clients to help determine appropriate investment strategies Collaborate closely with teammates to deliver a high level of client service What You Will Bring 5+ years of client service experience Familiarity with platforms such as Salesforce Pershing NetX360 Fidelity Wealthscape and Envestnet Active Series 7 and Series 66 licenses required Interest in pursuing the CFP designation What We Offer Medical dental and vision insurance starting on the first day of employment Paid parental leave with sixteen weeks for primary caregivers and eight weeks for secondary caregivers Employer matching 401k plan Employer contributions to a Health Savings Account Equal Opportunity Employer The company is an equal opportunity employer and is committed to providing a workplace free from discrimination. All qualified applicants will receive consideration without regard to race color religion sex sexual orientation pregnancy marital status national origin citizenship veteran status ancestry age disability medical condition gender identity or expression genetic information or any other status protected by applicable law. Work Authorization Candidates must be authorized to work in the United States without the need for current or future employment sponsorship. #J-18808-Ljbffr