Summary/Objective
The Client Associate provides administrative and operational support to one or more Wealth Advisor or partner of the firm. The Client Associate assists with private client daily needs. Responsibilities include; new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records and preparing client communication.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Competencies
Supervisory Responsibility
This position has no supervisory responsibility.
Work Environment
This job operates in a professional office setting. This position uses common office apparatus such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here represent those that are required by an employee to successfully perform the essential job functions.
This job requires the employee to regularly talk and hear. Additionally, the employee is often required to stand; walk; use wrists, hands, and fingers to type, handle or feel; and reach with hands and arms.
Position Type/ Expected Hours of Work
This is a full-time position where the employee is expected to be in the office Monday through Friday from 8:30a.m. to 5:00p.m.
Travel
Travel is not predicted for this job.
Community and Volunteer Activities
The GYL team routinely supports a number of charitable organizations and activities. It is strongly encouraged that the Client Associate is willing to occasionally, as their schedule permits, participate in activities with other team members.
Additional Eligibility Qualifications
Required Education and Experience
Other Duties
Please note this job description is not a comprehensive listing of day to day activities, responsibilities, or tasks that are required of the employee for this job. Day to day tasks, responsibilities, and activities may change at any time with or without notice.
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0 Client Associate jobs found in Philadelphia, PA area