Wealth Management Associate in Client Relations

Drive client success as a Wealth Management Licensed Associate focused on Capital Raising. Combine your client relationship expertise with a passion for finance and economics.

This role involves serving institutional investors while delivering a superior customer service experience. You'll support the Capital Raising efforts, maintain advisor engagement, and ensure compliance with reporting standards. Your ability to solve problems and foster connections will be essential to achieving shared goals within a collaborative environment.

Key Responsibilities:

• Respond to inquiries from institutional investors

• Support Inside Sales and Capital Raising administration

• Deepen client relationships for sustained advisor engagement

• Ensure compliance in all tasks and thorough tracking

• Communicate consistently and effectively

Requirements:

• 4+ years of investment management experience

• Knowledge of exempt market investments essential

• Bachelor’s degree in Finance or related field preferred

• CSC certification required, CPH preferred

• Strong attention to detail and relationship skills

Contribute your investment knowledge and people skills in a company dedicated to sustainable growth and community engagement.
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