Job Description
Overview
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20+ years experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business and experiencing significant growth, and as a result, we are looking for development-oriented individuals to join our organization. Successful Investor Wealth Management (SIWM) is actively seeking a client service professional with strong relationship management skills who will provide excellent quality service to high-net-worth clients and contribute to the growth of the organization. Working in concert with the Portfolio Management team the ideal candidate will have a minimum of 3-years experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm. As the Client Service Associate, you are the first point of contact for all incoming client calls and ema...
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20+ years experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business and experiencing significant growth, and as a result, we are looking for development-oriented individuals to join our organization. Successful Investor Wealth Management (SIWM) is actively seeking a client service professional with strong relationship management skills who will provide excellent quality service to high-net-worth clients and contribute to the growth of the organization. Working in concert with the Portfolio Management team the ideal candidate will have a minimum of 3-years experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm. As the Client Service Associate, you are the first point of contact for all incoming client calls and ema...