What are the responsibilities and job description for the Client Services Associate position at Masis Professional Group?
Client Service Associate needed at growing wealth management firm. This role involves supporting 3-4 Senior Advisors with client requests, performing client investment portfolio maintenance, preparing materials for client meetings, executing portfolio transactions, and maintaining the CRM database, etc. This is a FANTASTIC opportunity for an individual looking to be a part of a team that fosters growth and career development.
The ideal background will be someone with a Bachelors degree, and 2 plus years of financial services experience ideally within a Wealth Management firm. Compensation includes a base salary 75-90K base plus bonus, depending on experience. Full office schedule!