Private Client Relationship Associate
Core
Execute client requests, account administration, and workflow coordination for private clients including individuals, families, and institutions.
Role type
Associate in private client services
Builds
Client accounts, investment documents, and cash management processes
Domain
Wealth management / Private client services
Deliverable
client delivery
Required skills
Cash management, account onboarding, document preparation, CRM management, financial data analysis
Preferred skills
Trust administration, client account documentation
Technologies
Microsoft Office suite (Excel, Word, PowerPoint)
Responsibilities
Execute cash management activities including fund transfers and balance monitoring; Perform client account activities such as onboarding and asset transfers; Prepare investment-related documents for client signature; Maintain CRM records for clients and prospects; Coordinate workflow with internal stakeholders.
Seniority
Entry-level to Junior, hands-on IC
