What are the responsibilities and job description for the Financial Services Specialist position at Gray, Gray & Gray, LLP?
At Gray Private Wealth, we're seeking a bright and ambitious candidate to support our client portfolio management team. As a Wealth Management Associate, you'll play a vital role in servicing a growing set of high-net-worth clients.
The ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing. We're looking for a self-starter who can work well both independently and in a team setting, possessing strong academic achievements and at least 3-5 years of experience in the financial services industry.
Your responsibilities will include:
- SUPPORTING CLIENT PORTFOLIO MANAGEMENT TEAM WITH KEY RESPONSIBILITIES SERVICING A GROWING SET OF HIGH-NET-WORTH CLIENTS
- DELIVERING EXCEPTIONAL CLIENT EXPERIENCE THROUGH PROACTIVE CLIENT SERVICE AND TIMELY DELIVERY OF CLIENT COMMUNICATION AND FOLLOW-UP
- PARTICIPATION IN FIRM OPERATIONAL INITIATIVES AND ADMINISTRATIVE ACTIVITIES RELATED TO REPORTING, TRADING, CLIENT-SERVICE, COMMUNICATION, AND MARKETING
To succeed in this role, you'll need to have strong organizational skills, attention to detail, and the ability to multi-task and prioritize competing demands in a fast-paced environment.
