Private Client Associate II

Hours/Schedule: 8:00 AM -- 5:00 PM Description: Works in conjunction with assigned Senior Officer to develop asset allocation and financial plan strategies that meet client objectives and assists clients and their advisors in defining objectives as needed. Presents these plans and other documents to clients with clarity and confidence. Cultivates and maintains relationships with limited base of assigned clients, serving as the primary point of contact and services for all services used by these assigned clients. Coordinates workflow of administrative support staff or lower level associates. Verifies accuracy of their completed work. In conjunction with other department experts, serves as a resource for client’s other advisors such as attorneys, money managers, CPAs, and tax accountants. Actively monitors client’s financial situation and proactively engages clients in considerations of changes or additions to their financial strategies. May be responsible for transitioning client accounts to alternative investments with our affiliates. Promotes and sells the full array of financial services distributed by the company to current and new clients. Develops and maintains a high level of knowledge of trust, planning, and basic investment disciplines, and works to obtain appropriate professional certifications (i.e. CTFA, CFA). Coordinates assistance and involvement of product specialists to ensure the full and complete satisfaction of client needs.
Job Requirements
Job Requirements: Bachelor’s Degree or equivalent training and/or work experience. Minimum three years of trust/financial planning or related experience with client contact.This position requires that the incumbent be highly skilled in Microsoft Office (Word, Excel, Outlook etc.) and able to rapidly learn new software applications. Effectively delegates tasks or projects.