Bright, motivated and detail-oriented professional needed to join our client, a thriving investments firm dealing with high-net worth individuals! As the Private Client Associate, you will be assigned to a client base in conjunction with a Financial Advisor and, as a team, you will be responsible for all aspects of client servicing including portfolio analysis, creating accounts, maintaining and reconciling accounts, preparing marketing and prospecting presentations, and participating in special projects as needed. This position will require heavy interacting with clients, prospects and referral sources, as such outstanding communication, interpersonal and problem-solving skills are a must for success in this role! You will also be responsible for administrative functions including database management, financial reporting, creating and distributing correspondence and covering telephone lines, as needed. The qualified Private Client Associate must have a Bachelor’s degree from an accredited academic institution; 2-4 years of relevant work experience with strong finance experience; you must exhibit superior client-services, organizational, analytical thinking and technical skills; you will demonstrate a detail-oriented and proactive work ethic, with the ability to work effectively in a team-oriented environment; and candidates will ideally have Series 7 in addition to Series 66 or 63 licensure. Our client offers a 6-week training program in addition to continuing education, which will lead to career growth within and beyond this role!!
Interested and qualified candidates, please submit resumes, with reference to job code: A35270, to cladminperm@beaconhillstaffing.com.
Beacon Hill Staffing Group is an EEO Employer.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, and Beacon Hill Technologies by visiting www.beaconhillsg.com.
We look forward to working with you.
- Compensation: $50,000 - $65,000; Salary is commensurate with experience
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