Private Client Service Associate
Core
Serve as a point of client contact for Private Clients, managing inquiries, coordinating meetings, and supporting sales/retention goals.
Role type
Private Client Service Associate
Builds
Client service operations and practice business plans
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client service, data analysis, calendar management, expense reporting, meeting coordination, internal liaison, risk escalation, written communication
Preferred skills
None stated
Technologies
None stated
Responsibilities
Manage client inquiries via email and phone; research and resolve queries on audits, investment results, and fees; coordinate client meetings and calendars; prepare materials for client presentations; manage practice inbox and documentation; execute customized client requests (reporting, trading); build rapport with internal/external contacts.
Seniority
Entry-level, individual contributor