Private Client Services - Cleveland, OH
Job Type: Fulltime
Job Description:
Private Client Services $45K - $60K
Exciting Growth Opportunity!
Premier global investment management leader located downtown Cleveland, Ohio seeks an exceptional individual to join their Private Client Services team. This highly challenging position will be responsible for providing support to an assigned client base within the Wealth Management group.
You will be responsible for all aspects of client servicing including heavy interaction with existing clients as well as problem solving for high net worth potential clients and referral sources. You will also get involved with portfolio analysis, account creation, maintenance and reconciliation, special projects and preparation of marketing / prospecting presentations.
The firm provides extensive training, both classroom as well as on the job exposure to investment products, services, procedures and policies, in addition to continuing education on various industry/economic events and market issues.
This is an Outstanding Opportunity for exposure to all aspects of asset management with promotion to Associate level after obtaining Series 7 & 63 registrations (approximately 4 to 6 months after start date).
Qualifications:
• Bachelor degree
• 1-3 years of related experience in a relationship management capacity (will consider recent college graduate with strong internship experience)
• Previous financial industry experience is required
• Must possess strong analytical, written/oral, communication and organizational skills
• Excellent computer skills
• Detail-oriented, able to work well under pressure and be a team player
For more information on this job posting, please go to:
http://www.find-a-job-usa.com/OH-jobs.html
