Job Description
We have an outstanding career opportunity for a Client Associateto join a leading Company located in theRichmond, VAsurrounding area.
Candidate should be a highly organized, detail-oriented person with good follow-up and communication skills. They should be able to multitask effectively, be eager to learn and improve processes, have a good work ethic and be professional and personable in relating to clients and co-workers .
Job Responsibilities:
+ Provide support to the portfolio management team, including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support.
+ Communicate with the portfolio management team and, as necessary, others in the firm on an ongoing basis concerning all client-related matters.
+ Correspondence with clients regarding account information, cash and securities transfers, and other requests as they arise.
+ Interface with...
Candidate should be a highly organized, detail-oriented person with good follow-up and communication skills. They should be able to multitask effectively, be eager to learn and improve processes, have a good work ethic and be professional and personable in relating to clients and co-workers .
Job Responsibilities:
+ Provide support to the portfolio management team, including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support.
+ Communicate with the portfolio management team and, as necessary, others in the firm on an ongoing basis concerning all client-related matters.
+ Correspondence with clients regarding account information, cash and securities transfers, and other requests as they arise.
+ Interface with...