Our client, an investment firm in Washington, DC, is currently seeking a Client Advisor to join their team. The incumbent will be client facing and will be responsible for client service-related activity, but not responsible for sales goals.
Responsibilities • Collaborate with client's internal and external advisors • Responsible for client onboarding, transactions, recurring events • Provide excellent communication to client and internal/external advisors • Provide detailed financial reports to the client • Resolve day to day client issues
Qualifications • Bachelor's degree is required • Must have ten years of experience in the investment management or financial services • Must have basic accounting experience • Strong knowledge of trusts and estates • Excellent client service skills • Outstanding communication skills • CFP or CTFA is a plus