For immediate consideration, please apply here AND ping me on LinkedIn - Jeffrey Abrams Client Relations AssociateBase Disc. Bonus Profit Sharing & Excellent Benefits A $10B independent investment firm with offices in New York, Chicago, Boston and San Francisco has a fantastic opportunity on their team available. The firm was founded by a group of successful and savvy Financial Advisors from one of the largest bulge bracket firms in San Francisco. They provide investment advice and wealth management services to UHNW individuals, families, and institutions (average client size is $40M!). Key ResponsibilitiesClient Service: Provide primary and secondary coverage for a growing set of clients and prospective clients. As Primary coverage, analysts & associates are tasked with driving that client relationship forward across all aspects of that client’s relationship with the firm and their balance sheet. This can be everything from the operation and administrative aspects of the relationship to analyzing client portfolios, coordinating client’s family office needs, trading, running and analyzing performance report, coordinating with important 3rd party advisors (Tax, Trust & Estate, Insurance, Bookkeepers, etc.), facilitating a wide array of alternative investments, and a whole lot more. Director of Client Experience: Cultivate and bring to life an in-office (& now virtual) experience for clients that is in keeping with the quality of service on which our brand is built. Custodian Specialist: Become an expert in all custodian’s documents/forms and lead the team in opening new/additional accounts, as well as processing service requests through the custodian. Learn the custodian’s reports section to run tax and activity reports for Partners or Accountants when necessary. Special Projects Manager: Oversee and manage special projects which could include strategic client development, fee reconciliation, prospecting efforts, and the integration of 3rd party software, such as Salesforce (CRM) or Addepar for performance reporting applications. We are constantly looking to improve our processes and use of technology. Trader: Help to rebalance client portfolios usually on a quarterly basis. Understand clients’ various needs and preferences for account management and determine the best way to execute relevant trades or rebalancing while looking at current market conditions, margin release, cash balances, etc.