Our client is an established and rapidly growing Investment Advisory Firm seeking someone interested in developing their skills and advancing their career. With over $1 Billion in assets under management (AUM), we've grown by $400 million in the last three years purely through client referrals.

Our firm offers a unique learning environment, focusing on education and training in FactSet technology, Bloomberg research, Morningstar Direct technologies, and continuous compliance training.

• As a key contributor, you'll receive significant support from our experienced team and specialized training in client relations, portfolio operations, and analysis.

Requirements – client service associate:

• 7+ years of experience within the private wealth space
• Strong communication and detail orientation skills, as well as excellent analytical and problem solving skills
• Ability to work in a small environment where everyone wears multiple hats
• Cannot be a job hopper