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Client Service Associate

Company: NPAworldwide Recruitment Network
Location: Reno
Posted on: January 15, 2022

Job Description:

JOB DESCRIPTION

Job #: 46093 Title: Client Service Associate Job Location: Reno, Nevada - United States Remote Job: Unknown Employment Type: Salary: contact recruiter for details Other Compensation: Above Average Benefits Employer Will Recruit From: Nationwide Relocation Paid?: Yes WHY IS THIS A GREAT OPPORTUNITY? Firm will assist with relocation. JOB DESCRIPTION

Boutique RIA/Trust Company headquartered in CA seeks Client Service Associates to service high net worth families in their Reno, NV office.

  • Work in a collaborative team environment
  • Oversee client interaction, participate in meetings, manage administrative tasks
  • Assist with setting up client accounts, preparing client presentations and completing relevant documents
  • Handle client needs and communicate with their outside advisors
  • Demonstrated ability to handle diverse tasks
  • Position offers a long term growth opportunity QUALIFICATIONS
    • Seeking both junior and senior level professionals.
    • Requires 0-15+ years` experience. The ideal candidate at the Senior level will have a strong track record in HNW client services. Junior level - will consider fresh grads or other financial services related experience. Both roles require excellent interpersonal skills and an ability to work in a roll up the sleeves environment. Education:
      University - Bachelor`s Degree/3-4 Year Degree

Keywords: NPAworldwide Recruitment Network, Reno , Client Service Associate, Other , Reno, Nevada

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