Are you truly service oriented? Do you know how to take care of people?

Our new Sr. Client Service Associate will play a significant role in our client's Private Wealth Management needs. This Outstanding candidate will be a member of our Operations Group – ensuring all administrative tasks are completed at a world-class level.

You are the High Performer we are looking for if…

• You are proactive and organized
• You value accuracy and take full ownership of mistakes made
• You set goals and do what it takes to achieve them; no excuses
• You are accountable to your results; don't blame or explain
• You are obsessed with excellence and world-class service
• You love helping others and developing relationships with clients
• You are experienced with phone etiquette and communicating via email
• You are comfortable sharing your opinion and participating in team discussions
• You have experience in the financial services industry and are a leader amongst your peers
• You enjoy working with others in a team-based environment
• You are passionate and growth-minded, exploring ways to grow within your role and seeking out professional development

Your responsibilities…
• Perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc)
• Assist clients with questions related to their accounts
• Complete firm-initiated projects
• Participate in team projects, dinners, trips, and meetings