- 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.
- 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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Financial Advisor Assistant - Doral, United States - Ascendo Resources
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:
Requirements