Job #: 46093
Title: UHNW Client Associate
Job Location: Reno, Nevada - United States
Remote Job: Unknown
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
- 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.
University - Bachelor`s Degree/3-4 Year Degree
How to Apply: