Job description
We are seeking a proactive and detail-oriented Client Service Associate - Wealth / Financial Planningto support 4 Senior Advisers in the day-to-day administration and management of client portfolios and financial planning operations. Key responsibilities include assisting with trade execution and settlements, off market / B2B transfers, client communications, client onboarding, preparation and processing of advice and account documentation, SOAs and ROAs, FoFA administration, and liaising with …