Job Overview – Senior Client Associate:

Join our client, a top investment firm, as a Senior Client Associate in Miami, FL. This role supports Advisors in acquiring new business and maintaining client relationships, offering significant growth potential!

Location: Miami, FL (In office 5 days/week)

Responsibilities as the Senior Client Associate:

• Work closely with the Senior Advisors in the preparing marketing materials and personalized investment proposals and reports.
• Serve as first point of contact to proactively manage and deliver the client experience and scope of services.
• Work jointly with advisors on complex relationships, with the expectation that the candidate eventually be able to handle low complexity clients independently.
• Work closely with the reporting team to generate reports, analyses, and solutions. May participate in client meetings to present reports.
• Oversee and support with post-client-meeting follow ups, including assisting with onboarding documentation and client intake process.
• Support Senior Advisors with coordinating and processing new private fund subscriptions.
• Maintain up-to-date client data in the contact management system (CRM) for purposes of reporting, scheduling, tracking, and marketing.
• Create and maintain client files, prepare client forms and reports, and assist with client correspondence as requested by the firm’s Advisors.
• Work closely with firm’s financial planning and reporting team to create customized financial plan and portfolio reports tailored to the client.

Qualifications:

• Bachelor’s degree
• 2 to 4 years of financial industry experience
• Excellent attention to detail and judgment
• Strong relationship skills and commitment to long-term client relationships
• Self-motivated and entrepreneurial

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