Private Client Associate Position Available In Greater Bridgeport Planning Region, Connecticut
Tallo's Job Summary: This job listing in Greater Bridgeport Planning Region - CT has been recently added. Tallo will add a summary here for this job shortly.
Job Description
Private Client Associate The Innovative CPA Group Shelton, CT Job Details $65,000 – $85,000 a year 1 day ago Benefits Partner benefits Health insurance Dependent health insurance coverage 401(k) matching Flexible schedule Qualifications Microsoft Word Wealth management Economics Microsoft Excel Mid-level Finance Analysis skills Bachelor’s degree Financial services Portfolio management Banking Full Job Description Private Client Associate – NYC Metro & Shelton, CT Job Description Innovative Asset Advisors Group is a wealth management firm that empowers individuals and families to navigate the complexities of managing wealth by providing a tailored, high-touch client experience, best-in-class technology, and the expertise of investment professionals with a broad range of experience across all asset classes. We are seeking a detail-oriented Private Client Associate to support our wealth management team in delivering exceptional service to high-net-worth clients. This role involves comprehensive client relationship management, investment administration, and operational support for complex financial portfolios. The successful candidate will provide a wide range of supporting functions to a Senior Adviser and Associate Adviser across client service, administration, and investments. Essential Responsibilities Work with clients to understand their financial objectives and coordinate service delivery Maintain detailed client records and ensure all communications are documented and tracked Coordinate with custodians, fund managers, and other service providers to ensure accurate and timely execution. Prepare comprehensive portfolio reports and performance summaries for clients Process new account documentation and coordinate know-your-customer procedures What You’ll Bring Experience with Schwab Adviser Center required Bachelor’s degree in finance, economics, business, or related field One to four years of experience in financial services, preferably in wealth management or private banking. Strong analytical skills with proficiency in Excel and Word Experience with portfolio management systems and CRM platforms Previous exposure to alternative investments, trust and estate planning, or tax-advantaged strategies Exceptional attention to detail and ability to manage multiple priorities in a fast-paced environment. Strong client service orientation with professional demeanor. -2-
What You’ll Love About Us:
Competitive compensation, commensurate with experience 401(k) plan with employer match Paid health insurance for Employees with dependent/spouse coverage at employee cost 4 weeks of vacation Great work environment Flexible work hours Opportunity for hybrid schedule Business casual attire Apply now and become an integral part of our innovative team!
