Registered Client Service Associate

Job Summary

Managing client relationships for accounts under $1MM, the full-time Registered Client Service Associate will collaborate with Fiduciary teammates to provide investment solutions and proactive communication, primarily through remote service delivery.

Key responsibilities

• Plan and execute day-to-day portfolio management for assigned accounts, incorporating model account management
• Strengthen client relationships by advising on investment solutions and financial guidance in partnership with Trust Advisors
• Deliver proactive written communication to clients regarding investment advice and updates

Required qualifications

• Bachelor's degree in business or related field or equivalent education and training
• Typically has 3 or more years of investment experience
• Portfolio management experience with trust and investment management accounts
• Intermediate/advanced technology skills, including MS Office products
• Strong understanding of fiduciary policy requirements and complex investment vehicles