Private Client Serv Rep

Classification: Full Time Compensation: Pay up to $55,000 per year My client one of the premiere Investment Research companies in the US seeks ambitious, talented, versatile and dymanic individuals to joing their private wealth team. Successful clients will work as part of a team consisting of up to four Advisors, three Private Client Associates and one Administrative Assistant. Responsible for all aspects of client servicing, which involves heavy client interaction and problem solving for high net worth prospects, clients and referral sources. Responsible for portfolio analyses using propriety wealth forecasting and analysis tools. Provide service and support functions such as 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 toPrivate Client products, services, procedures and policies, in addition to continuing education on various industry/economic events and market issues.
If you are interested and qualified for this outstanding opportunity please email resume to Jennifer Eckhardt at