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Doral

    Financial Advisor Assistant - Doral, United States - Ascendo Resources

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    Description

    We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following:

    • Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank and clients.
    • Initiating the establishment of new accounts including with bank, investment and fund accounts.
    • Delivering exceptional service and impeccable execution for client requests, inquiries, and transactions.
    • Assist with the account maintenance, money movement transfers and any other client requests
    • Orchestrating seamless coordination among internal teams, including Portfolio Managers and Operations Team, to facilitate smooth process flow.
    • Diligently ensuring adherence to compliance protocols.
    • Assist portfolio managers with putting together presentations for clients.

    Requirements

    • 3+ years of experience working with HNW clients within a wealth management setting
    • Proficiency in administrative support to Advisors, Private Bankers or Portfolio Managers
    • Bachelor's degree in Finance, Business, Economics or related field
    • No FINRA Licenses required
    • This is an on-site/hybrid position, candidate must be local to Seattle area and willing to commute.


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