Why a Great Opportunity
Firm will assist with relocation.
Job Description
Boutique RIA/Trust Company headquartered in CA seeks Client Service Associates to service high net worth families in their Reno, NV office. Firm will assist with relocation.
Work in a collaborative team environmentOversee client interaction, participate in meetings, manage administrative tasksAssist with setting up client accounts, preparing client presentations and completing relevant documentsHandle client needs and communicate with their outside advisorsDemonstrated ability to handle diverse tasksPosition offers a long term growth opportunity
Qualifications
Seeking both junior and senior level professionals.Requires 0-15+ years' experience.
The ideal candidate at the Senior level will have a strong track record in HNW client services. Junior level - will consider fresh grads or other financial services related experience. Both roles require excellent interpersonal skills and an ability to work in a roll up the sleeves environment.