- Can I apply
- Open to any education · 12–15 yrs
- Pay
- Pay not stated
- Source
- From the company's careers page · today
- How to apply
- On Iaamcp's site: account needed, ~10–15 min
Early: posted 1 h ago on their own site
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About the role
We are looking for a Private Wealth Support Associate to work in a team that supports multiple Wealth Advisors and their clients. The Support Associate will gain exposure to the full breadth of the prospecting & client service processes, as this role is responsible for the aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group.
What you'll do
- Partner with Client Service Associates to accomplish a common goal of providing exceptional service
- Interact and network with senior professionals throughout the firm to fuel career success
- Ensure accurate and timely completion of responsibilities
What you need
- 2–3 yrs of experience
- Excel
- Wealth management
- Customer service
- Reporting
- B.Com or BBA or MBA
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