. What we are looking for. We are looking to add STAR client service/administrative professionals to our dynamic and growing Client Service Operations Team as an Associate. This roll is accountable for both Administrative and Associate work in a team setting to assist in replying to client needs and performing administrative tasks. This position requires superb and highly polished client service skills. (So if excellent client service is not your...
. What we are looking for. As a member of the Client Service Operations Team, the Investments Trader is accountable for executing trades, communicating directly with custodians for any information needed, processing trades, processing manual trade requests, generating quarterly trading statistic reports, and managing Advisor or Portfolio Administrator requests. The Investments Trader has a significant amount of direct Advisor and Portfolio Admini...
. What we are looking for. –. Aspiriant is a leading independent wealth management firm, advising ~2,100 clients with ~$13 billion in assets under management across eleven offices in the United States. We recognize and respect the value and contributions of each team member to the overall success of our company, and we strive to cultivate a work environment that strikes a balance between our professional and personal lives. . The FP&A Analyst has...
What we are looking for. The Associate will be primarily answerable for manually reconciling client accounts with financial institutions in a deadline driven environment. They will be tasked with the responsibility to research and resolve data integrity issues by communicating with the client service teams and the data providers. The position requires a polished professional who is equally comfortable and adept at working within strict deadlines ...
General Description. . Aspiriant is a leading independent wealth management firm, advising ~2,100 clients with ~$13 billion in assets under management across eleven offices in the United States. We recognize and respect the value and contributions of each team member to the overall success of our company, and we strive to cultivate a work environment that strikes a balance between our professional and personal lives. . The Research Analyst will b...
What we are looking for. We are always looking to add STAR client service professionals to our dynamic and growing Client Service Operations Team as an Associate. The Associate works in a team setting to assist our Wealth Managers in responding to client needs and requests. . This position has significant direct contact with our clients and requires superb and highly polished client service skills. (So if excellent client service is not your thin...
Job Description. Who we are. –. Primiani, Stevens, and Punim P.C., is a boutique estate planning firm with office throughout California. The firm focuses on estate and business succession planning for high and ultra-high net worth individuals and families and their closely held businesses. The firm has an affiliation with Aspiriant, a leading independent wealth management firm with offices spanning the U.S., with whom the firm shares multiple cli...
Job Description. Job Description. Who we are. –. Strategic Planning Law Group, P.C., is a boutique estate planning firm in Southern California. The firm focuses on estate and business succession planning for high and ultra-high net worth individuals and families and their closely held businesses. The firm has an affiliation with Aspiriant, a leading independent wealth management firm with offices spanning the U.S., with whom the firm shares multi...
What we are looking for –. The Communications Manager at Aspiriant is a storyteller at heart, able to take facts and write content that grabs and holds the reader’s or viewer’s attention. This person is responsible for writing compelling and relevant blog (. fathom. ) and other content targeted to our current and future clients. They will also serve as a direct resource to the CEO for internal and external communications. . The Communications Man...
