Registered Client Associate (available in:
Other)
Date: Jun 19, 2007 06:07:52 AM CST
This position will directly interfac with the clients and prospects in servicing thei account (s), and in the marketing to new prospective high net worth clients. You will be responsible for: the coordinating of all client communications; maintaining client records and marketing databases; smooth setup and maintenance of the client's account(s); promptly responding to client operational requests and problem solving; creating individual client operational requests and problem solving; creating individual client wealth management reports and set up of performance tracking.
Job Requirements:
Ideal candidates will possess the following qualities:
* College degree (Bachelors degree preferred)
* Excellent communication skills - both verbal and written
* Excellent interpersonal and customer service skills
* Good analytical thinking
* Detail oriented
* Professional and diplomatic demeanor
* Flexible/adaptable to changes as new clients, services, and opportunities arise
* 1-2 year industry experience preferred
* Any experience inmanaged accounts or fixed income a huge plus!
* Series 7 preferred or candidate wil obtain license within 6 months of hire.
For details, please find job posting in:
http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Bassociate&limit=100&radius=5&city=San+Francisco&position=Searched&date=
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