What are the responsibilities and job description for the Portfolio Management Coordinator position at Gray, Gray & Gray, LLP?
We are a privately-owned wealth management firm that provides comprehensive investment advice to high-net-worth individuals. Our goal is to deliver exceptional client experiences through proactive client service and timely delivery of client communication and follow-up.
We're seeking a Wealth Management Associate to join our team. In this role, you'll support our client portfolio management team and participate in firm operational initiatives and administrative activities. Your responsibilities will include:
- CLIENT PORTFOLIO MANAGEMENT AND FINANCIAL PLANNING PROCESS SUPPORT
- PROACTIVE CLIENT SERVICE AND TIMELY DELIVERY OF CLIENT COMMUNICATION AND FOLLOW-UP
- PARTICIPATION IN FIRM OPERATIONAL INITIATIVES AND ADMINISTRATIVE ACTIVITIES
To succeed in this role, you'll need to have strong academic achievements, at least 3-5 years of experience in the financial services industry, and excellent communication skills.
