Client Services | Investment Advisor

25 year established RIA seeks a Private Client Associate to service their UHNW clients.

• Acting as a key point of contact for clients, in conjunction with the firm’s senior advisors

• Regularly interfacing with HNW clients in a proactive manner, solving client issues and

handling requests promptly and professionally

• Responding to client inquiries on a wide variety of topics related to the firm’s services, and

identifying when to include additional team members where appropriate

• Gathering relevant client information comprehensively, both for suitability purposes as well

as identifying opportunities to gain firm wallet share and drive referrals

• Providing support in growth initiatives, from further developing our marketing strategy to

building a strong rapport with current and potential Drum Hill Capital clients

Qualifications

• Minimum of three years relevant client service experience with a leading financial

institution or advisory firm

• Experience in wealth management or private banking is highly preferred, experience in

institutional asset management sales may also be suitable

• An understanding and passion for markets and investing, and an ability to communicate the

firm’s views to clients

• Self-starter who is assertive, independent, and able to comfortably interact on a personal

basis with HNW clients in a team approach

• Entrepreneurial, able to take ownership not only of the responsibilities described, but

willing and able to contribute to new efforts as needed

• Series 65 or 66 registered (or Series 65 must be successfully completed within 90 days of

employment)

• Experience managing workflows or firm processes in a CRM system a strong plus

~Relocation Assistance Provided.~