Summer Analyst, Associate

Qualification

The Sales Associate provides ongoing day-to-day support of a Private Wealth Advisor’s book of business. While tasks may vary day to day, responsibilities will include but are not limited to:

• Working with clients to ensure proper accounting opening procedures and documentation
• Providing account information to clients and Private Wealth Advisors and maintaining key client relationships
• Proactively resolving clients’ issues and concerns
• Learning the business and products in order to assist Private Wealth Advisors
• Taking and placing customer orders in brokerage and advisory accounts
• Excellent written and verbal communication skills
• Strong computer skills, including internet
• Knowledge of Word, Excel, and PowerPoint
• Superior interpersonal, organizational, and client service skills

Job Description