Description:

Our client is seeking a Registered Client Services Associate to join their team in a full-time, direct-hire position. This individual will play a key role in portfolio management, investment strategy, and client relationship management, partnering closely with the Wealth Management Team to deliver personalized financial solutions and an exceptional client experience.

Responsibilities Include:

• Design, implement, and manage customized investment portfolios in collaboration with the Wealth Management Team.
• Ensure client portfolios remain aligned with financial goals, risk tolerance, and firm investment guidelines.
• Conduct ongoing portfolio analysis, performance reviews, and strategic rebalancing recommendations.
• Identify opportunities to enhance portfolio performance across traditional and alternative asset classes.
• Serve as a trusted advisor by providing investment insights and helping clients navigate changing market conditions.
• Partner with Wealth Management Advisors to support complex client relationships and long-term financial planning.
• Translate market trends and investment research into actionable recommendations.
• Foster strong, lasting relationships while maintaining the highest level of professionalism and confidentiality.

Qualifications:

• Bachelor’s degree required
• Active Series 7 and Series 65 or Series 66 licenses required.
• 3+ years of experience in portfolio management, investment research, wealth management, or a related field.
• Strong understanding of global financial markets, portfolio construction, and both traditional and alternative investments.
• Demonstrated success building and maintaining trusted relationships with high-net-worth clients.
• Exceptional written and verbal communication skills with the ability to explain complex investment concepts clearly.
• Highly organized with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Collaborative, team-oriented professional with strong interpersonal skills.
• High level of integrity, attention to detail, and commitment to delivering outstanding client service.
• Strong attention to detail, integrity, and a values-driven mindset.

Hours & Benefits:

• M– F 8 AM– 5 PM
• Hybrid
• PTO
• Health, Dental, Vision
• 401K