What are the responsibilities and job description for the Private Client Advisor position at Veritas Partners?
Our client, an investment firm in Washington, DC, is currently seeking a Client Advisor to join their team. The incumbent will be client facing and will be responsible for client service-related activity, but not responsible for sales goals.
Responsibilities
- Collaborate with client’s internal and external advisors
- Responsible for client onboarding, transactions, recurring events
- Provide excellent communication to client and internal / external advisors
- Provide detailed financial reports to the client
- Resolve day to day client issues
Qualifications
