We seek a dedicated Client Assistant to join our dynamic team. About the company. We are a US-based recruitment firm that introduces families to nannies and private educators. We are a team of US-based employees and 3 full-time employees based in the Philippines. We are a women-owned, LGBTQ-friendly business that believes diversity makes us stronger. About the role. This role will support our client coordinator and sales pipeline by following up ...
As a Client Assistant, you will. Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing...
