Private Client Associate Responsibilities and Duties

Posted in Job Responsibilities

Provide advisors with support and service functions like account creation plus maintenance, portfolio analysis and client or prospect meeting preparation.

Involve in all client servicing aspects and ensure accurate plus on time completion of customer requests.

Evaluate financial information attained from customers to determine strategies for accomplishing respective investment objectives.

Perform administrative tasks like correspondence, phone coverage, database maintenance, filing as well as financial reporting

Participate in close client interaction and solve problem for high net worth prospects, customers and intermediaries.

Respond to all information requests inclusive performance research as well as product specific details.

Provide service plus support functions like portfolio analysis account development, maintenance plus reconciliation.

Prepare special projects of marketing along with prospecting presentations.

Develop and modify pitch books as required.

Provide service as well as support functions like account creation, reconciliation and maintenance.

Support development of suitable responses to consultants pertinent to taking initiative for search.

Develop sales and marketing presentations along with perform on special projects.

Provide best possible support to entire sales groups.

Attain common office management skills including database maintenance, correspondence and financial reporting.

Ensure to retrieve information plus interact with professionals at every level of firm to identify best approach.

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