Job Summary
A fiancial services company is in need of a Remote Portfolio Optimization Associate.
Candidates will be responsible for the following:
- Being responsible for all front-end preparation of client portfolios
- Be accountable for quality control and setting up internal systems of custom personalizations
- Supporting clients through Sales and Service Advisors per custom tax-sensitive implementation plans
Applicants must meet the following qualifications:
- Able to manage client portfolios and front-end duties
- Can align each client’s portfolio with their model target
- Review of legacy positions
- Creation of custom build out strategies to minimize taxes
- Can set up internal systems to accommodate custom personalizations and ensure each portfolio is properly implemented
