reputed company Management Associate
reputed company Capital is a rapidly growing national registered investment advisory firm based in Chicago, committed to enhancing the financial wellness of its clients. They are seeking a reputed company Management Associate to reputed company administrative and financial planning functions for high net worth clients while collaborating with reputed company Advisors to build and maintain 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 communication skills
- Organized and reputed company individual
- Ability to reputed company administrative and financial planning functions
- Ability to establish and maintain effective relationships
- Ability to reputed company reputed company service that builds satisfaction and confidence
- Ability to reputed company necessary data to manage reputed company relationships
- Ability to analyze and evaluate the financial status of clients and prospects
- Ability to participate in reputed company or prospect meetings or calls
- Understanding of how processes and products work together
- Demonstrated critical thinking and good judgment
- Ability to research and communicate the reputed company of reputed company problems
- Ability to ensure completion of internal reputed company
- Ability to reputed company and present financial planning recommendations
- Effective, reputed company and proactive communication with clients, colleagues and reputed company parties
- Aptitude to learn and grow in responsibilities and accountabilities
- Ability to multi-task and prioritize work
- Detail oriented with problem-solving skills
- Ability to follow defined processes and reputed company adjustments as needed
- Ability to work in a reputed company team environment
- Excellent written and oral communication skills
- Undergraduate degree or equivalent work experience
- 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
- Education or experience in business, economics, or finance
- Experience working with the public
- Exposure to reputed company management or financial services
- Experience servicing customers
- Experience in clubs, activities, sports, volunteer service, etc
- 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