New job Registered Client Associate, Wealth Management Firm, Chicago

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Group: Job Openings, Job Leads and Job Connections! Subject: Registered Client Associate, Wealth Management Firm, Chicago Hallie Gasperini posted a job: Registered Client Associate, Wealth Management Firm, Chicago "Wealth Management firm seeks a Registered Client Associate for their team of Financial Advisors. Position is responsible for all aspects of client servicing—which includes heavy client interaction with, and problem solving and strategizing for—high net worth prospects, clients and intermediaries. Position provides analytical and support functions such as portfolio analysis, account creation, maintenance and reconciliation, special projects and preparation of marketing/prospecting presentations. General office management skills are required and include phone coverage, correspondence, database maintenance and financial reporting. A Bachelor’s Degree and at least 2 years of professional work experience are required. Industry experience and FINRA licenses: Series 7 and 63 or 65 (all active) are strongly preferred. The candidate must have strong communication (written/verbal), organizational and analytical skills, highly detail-oriented, bright, energetic and a demonstrated team player. If you or someone you know is qualified and interested in learning more, please email resumes to hgasperini@tennisongrp.com. Thanks!"

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