The Specialist works within a collaborative culture of experienced investment professionals to deliver wealth management services to the firm’s clients. The primary duty is to assist the Investment Counselor in the fulfillment of client needs. This role requires knowledge of processes, strong communication skills and being a reliable team player. Client Service includes all of the support activities and tasks necessary for the successful implementation of portfolio management and investment counseling strategies in the achievement of our clients’ goals. Maintain Salesforce and Orion (client investment accounting and reporting system database) and interface with custodians to monitor clients’ accounts (registration, security, cost basis match, and transaction review and coding). Bachelor’s degree, 3 to 5 years work experience in financial services industry. Proficiency in Microsoft Office, experience with Salesforce and Orion a plus. $60,000 – 75,000 base.
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com
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