A growing registered investment advisor (RIA) is seeking a candidate to work closely with the clients. The role serves as the main point of contact for clients for their day-to-day service needs.
Primary responsibilities include: Building long-term relationships, acting as a liaison to clients’ other trusted advisors, maintaining cash flows, researching and responding to client inquiries, managing new client onboarding and portfolio administration.
Successful candidates will need to be extremely detail-oriented, organized and welcome the opportunity to work in a fast-paced environment.
Bachelor’s Degree required. Minimum of 2 -5 years of relevant professional experience required. Microsoft Office expert.