Role OverviewThe Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional, and private wealth business. The Client Associate will serve as a primary point of contact for clients, Wealth Managers, delivering hands-on, high-touch administrative and service support across onboarding, account management, and day-to-day client needs. In addition, this individual will serve as a backup equity trader for the team, stepping in to execute trades in a disciplined and responsible manner when the team's primary trader is unavailable.
What You Will Do
Serve as a primary contact for existing and prospective clients, delivering responsive, high-touch support with strong follow-up and diligent execution. Address client inquiries and service requests promptly; resolve issues in a timely manner and escalate complex matters as appropriate.
Why It Might Be a Fit
The ideal candidate will have excellent interpersonal and communication skills, both written and verbal, with the ability to engage professionally and warmly with a diverse, high-net-worth client base. They will be highly organized with exceptional attention to detail and strong follow-through, and able to manage multiple tasks simultaneously and prioritize effectively in a fast-paced, client-driven environment.
Requirements
- Bachelor's degree
- 2+ years of experience
- SIE, Series 7 & 66 licenses required or ability to obtain within firm timeline
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Discretionary bonus
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