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