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UHNW Client Associate
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Reno, NV
JOB DESCRIPTION

Job #: 46093
Title: UHNW Client Associate
Job Location: Reno, Nevada - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Firm will assist with relocation.

JOB DESCRIPTION

Boutique RIA/Trust Company headquartered in CA seeks Client Service Associates to service high net worth families in their Reno, NV office.

  • Work in a collaborative team environment
  • Oversee client interaction, participate in meetings, manage administrative tasks
  • Assist with setting up client accounts, preparing client presentations and completing relevant documents
  • Handle client needs and communicate with their outside advisors
  • Demonstrated ability to handle diverse tasks
  • Position offers a long term growth opportunity
QUALIFICATIONS

  • Seeking both junior and senior level professionals.
  • Requires 0-15+ years` experience.

The ideal candidate at the Senior level will have a strong track record in HNW client services. Junior level - will consider fresh grads or other financial services related experience.

Both roles require excellent interpersonal skills and an ability to work in a roll up the sleeves environment.

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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