Are you looking for a career in financial planning and wealth advisement? Our client is a large wealth advisory firm and they are searching for a Senior Client Advisory Associate in Bellvue, WA.
Provide assistance to clients and internally performing administrative duties and special projects,
Prepare performance analysis, investment manager background, and client presentation material.
Prepare communications to clients regarding implementation of investment strategies
Draft letters of instruction, complete account applications, manager agreements and fund subscription documents and organize supporting documentation to onboard clients
Act as information provider to accountants, banks, investment managers and other professionals also supporting clients
Assist with quarterly reporting packages, reviewing client reports
Qualifications:
Bachelor's degree in related field (Business, Finance, Accounting, Economics), master's degree or MBA a plus
On track to obtain Certified Financial Planning license
Detail oriented, analytical and client service skills
Microsoft Office suite, including intermediate Excel skills required
Basic understanding of investments including mutual funds, separately managed accounts, and alternatives
Motivated to grow in a career path in financial advisory services