Our client, a wealth management firm that manages clients including institutions, high-net-worth individuals and retail investors is looking for a Client Operations Associate for its Operations team in Menlo Park. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. Working alongside a team of 10 you will join a fast paced, collaborative and highly successful Wealth Management practice that has been growing incredibly fast. Responsibilities: ? Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date ? Onboard new client accounts, which includes the collection of required documentation and client information ? Support the team?s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars ? Prepare financial reports, spreadsheets, and other materials for client meetings This is a great opportunity for someone who is passionate about wealth management and truly wants to accelerate their career. Please reach out to [Click Here to Email Your Resumé]
for more details.
? Bachelors degree ? 3+ years of financial services experience - ideally in wealth management or related area ? Strong communication skills
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