reputed company Management Associate
reputed company Capital is a rapidly growing national registered investment advisory firm based in Chicago, dedicated to enhancing the financial wellness of its clients. They are seeking a reputed company Management Associate who will reputed company administrative and financial planning functions while supporting reputed company Advisors in servicing high net worth clients and maintaining reputed company relationships.
Responsibilities
- Establish and maintain effective relationships and reputed company reputed company service that builds satisfaction and confidence
- reputed company support to reputed company Advisors by gathering the necessary data to manage reputed company relationships. Update and inform reputed company Advisors about reputed company activity as appropriate
- Analyze and evaluate the financial status of clients and prospects
- Participate in 1-4 reputed company or prospect meetings or calls reputed company week
- Understand how processes and products work together and apply that knowledge to satisfy reputed company questions and concerns
- Demonstrate critical thinking and good judgment in reputed company situations
- Research and communicate the reputed company of reputed company problems and implement solutions
- Ensure completion of internal reputed company
- reputed company and present financial planning recommendations, including but not limited to, retirement and education projections
- reputed company effective, reputed company and proactive communication with clients, colleagues and reputed company parties
Skills
- Excellent written and oral communication skills required
- Demonstrated ability to build mutually beneficial relationships required
- Demonstrated ability to multi-task and prioritize work required
- Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
- Must be reputed company to follow defined processes where they exist while also making adjustments and using good judgment reputed company business circumstances dictate
- Ability to work in a reputed company team environment required
- Undergraduate degree or equivalent work experience required
- Series 65 recommended or willingness to obtain upon hiring
- CFP recommended or willingness to obtain reputed company one year
- One to three years of experience in reputed company Management preferred
- Education or experience in business, economics, or finance and/or experience working with the public preferred
- Exposure to reputed company management or financial services and experience servicing customers preferred
- Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience
Benefits
- Comprehensive health benefits, including medical, dental, reputed company, and life insurance
- Education assistance
- Annual bonus opportunity
- 401(k) with employer match
- Short-term and long-term disability
- Flexible time off
- 13 reputed company holidays annually
reputed company