Associate, Client Advisory
Company: Daley And Associates, LLC.
Location: Boston
Posted on: February 25, 2021
|
|
Job Description:
Associate, Client ServiceA well-established, entrepreneurial,
and fast-growing international wealth management advisory company
headquartered in Boston has a tremendous opportunity to add an
Associate - Client Advisory to their team. This company is
experiencing tremendous growth with its domestic and international
clients.OverviewThe Associate is a primary point of contact for
service and planning related needs for a select group of the firm's
clients. The candidate needs to project a can-do image of the firm
and be responsible for ensuring that clients' ongoing satisfaction
is met in all daily tasks. The Associate works in a team-oriented
environment with multiple service providers. Candidates should be
interested in capital markets but be committed to client service.
The candidate will work closely with the Client Advisory Team
(CAT), implementing wealth transfer strategies and managing complex
trust distributions and family gifting plans.Requirements* BA or
equivalent level of education* 3-5 years wealth management
experience, preferably in the Ultra High Net Worth arena*
Professional demeanor, including cheerfulness and punctuality*
Ability to multi-task in a highly-visible, fast-paced, and
team-oriented environment* Ability to exercise good judgment by
recognizing the urgency and prioritizing accordingly* Exceptional
problem-solving skills* Extremely detail-oriented and proactive*
Ability to work both independently and as a team player* Excellent
communication skills, both written and verbal* Ability to
multi-task and manage priorities effectively* Ability to adapt to a
rapidly changing business and technology environment* Proficiency
with Microsoft Office Suite (Word, Excel, and PowerPoint)*
Understanding of financial planning* Working knowledge of
Salesforce preferred* FINRA licensing, especially Series 65,
preferredPlease contact Mike Daley at mdaley@daleyaa.com for
consideration.
Keywords: Daley And Associates, LLC., Boston , Associate, Client Advisory, Other , Boston, Massachusetts
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Other JobsCommercial Service Tech I - Taunton, MA Description: Company Overview:At ADT Commercial, we are in the business of helping people and organizations to protect what matters most to them. Building upon ADT's 145-year legacy, we secure the livelihoods and (more...) Company: ADT Location: Taunton Posted on: 03/1/2021 Strategy Engagement Partner Description: Primary Location: Plymouth Meeting, Pennsylvania, United States Full time R1162009 Date Posted: 11/06/2020 Role Overview: Provide oversight and orchestration of budget, scope, timelines and performance (more...) Company: IQVIA Argentina Location: Plymouth Posted on: 03/1/2021 Salesforce Administrator Description: Location: Taunton, MASalary: Dependent on ExperienceDescription: Our client is currently seeking a Salesforce Administrator to join their team in the South Shore area of Massachusetts. This role has great (more...) Company: The Judge Group Location: Taunton Posted on: 03/1/2021 Overnight Supervisor Description: Apply Here: https://jobs.cvshealth.com/ShowJob/JobId/88466/ShiftSupervisorManagementTrainee Company: CVS Location: Weymouth Posted on: 03/1/2021 Janitorial Crew Member - Salem, MA Description: Company Overview: br br For over 70 years, Kellermeyer Bergensons Services KBS has delivered best-in-class property services to major retailers, healthcare, churches, and commercial facilities across (more...) Company: Kellermeyer Bergensons Services, LLC Location: Salem Posted on: 03/1/2021 Full-Time Residential Counselor Description: Bay State Community ServicesDescription: br NEW PAY RATES AVAILABLE W/ 1000 Sign On Bonus br Programs located in Plymouth and Weymouth - 16.50 per hour br br If you are looking (more...) Company: Bay State Community Services Location: Plymouth Posted on: 03/1/2021 Residential Clinician Description: Bay State Community Services br Description: br If you are looking to be part of a non-profit agency that has an excellent reputation, strength-based supervision and high regard when it comes to honoring (more...) Company: Bay State Community Services Location: Plymouth Posted on: 03/1/2021 Residential Counselor Description: Bay State Community Services br NEW PAY RATES AVAILABLE W/ 1000 Sign On Bonus br Programs located in Plymouth and Weymouth - 16.50 per hour br br The Residential Counselor (more...) Company: Bay State Community Services Location: Weymouth Posted on: 03/1/2021 Accounts Receivable Coordinator - Taunton, MA Location Performance Foodservice Boston (0561) Description: Back Choose your sign in option You can sign in using social Company: Performance Food Group Location: Taunton Posted on: 03/1/2021 Part-Time Family Partner Description: Bay State Community ServicesDescription: br Bay State Community Services BSCS is the safety net agency that is committed to helping those most in need. If you are looking to be part of a non-profit (more...) Company: Bay State Community Services Location: Plymouth Posted on: 03/1/2021 |