Wealth Management Associate

Wealth Management Associate

We are seeking a client-focused, detail-oriented professional to join a growing wealth management and family office team. This role will serve as a key point of contact for clients, providing high-touch service and operational support across investment, planning, and administrative needs. The ideal candidate is proactive, organized, and thrives in a collaborative environment while delivering exceptional client experiences.

Responsibilities:

• Serve as a primary contact for clients, handling inquiries, account requests, and documentation needs.
• Manage the onboarding process for new clients, including data collection, account setup, and expectation management.
• Provide personalized support to meet the unique needs of high-net-worth clients and their families.
• Maintain CRM and portfolio management systems to ensure accuracy and efficiency.
• Collaborate with internal teams to ensure seamless execution of client requests and business initiatives.
• Assist with the preparation of reports, presentations, and marketing materials.

Qualifications:

• 3-5 years of relevant experience in financial services, wealth management, or a family office environment.
• Strong understanding of investment, financial planning, or estate planning concepts.
• Professional demeanor, integrity, and ability to work with discretion.
• Excellent communication and relationship management skills.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities.
• Proficiency in Microsoft Office and experience with CRM or portfolio management systems.