THE TEAM YOU WILL BE JOINING:

• Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation
• Recognized by Fortune as one of the worlds most admired companies in 2012 along with many other awards around social responsibility, diversity, equity and inclusion and client experience.
• Purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes
• Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA

WHAT THEY OFFER YOU:

• An early-career opportunity to join a world class wealth management organization
• Results driven organization that values accountability and continuous improvement
• Opportunity to make an impact and add value - Forthcoming investment in tools and technology to improve current processes
• Excellent Company Benefits to include medical, dental, 401k and generous PTO policy

WHY THIS ROLE IS IMPORTANT:

• Works in a client facing capacity and engages with prospects answering inquiries and requests.
• Coordinates the account onboarding lifecycle to include compiling new account documentation, collaborates with internal partners with regard to account details, following all compliance and regulatory processes with a high degree of accuracy.
• Oversee the day-to-day servicing and maintenance of client accounts, platforms, and CRM records, handling client records per compliance regulations.
• Ensures client needs are met through collaboration with internal partners on behalf of client.
• Compile portfolio-level analytics for creating client portfolio reviews
• Has exposure to clients and prospects by participating and coordinating calls and meetings.
• Collaborates with internal marketing partners to create and distribute prospecting materials to potential clients.
• Analyze company financial statements and investment policies to work with the various investment teams in creating proposed portfolios

THE BACKGROUND THAT FITS:

• Bachelor’s Degree in Finance
• 2-3 years of early-career work experience in the finance field.
• Ability to interact with high net-worth individuals
• Proficient in MS Word, Excel, and PowerPoint.
• Organization skills to thrive in a fast-paced environment while working under and meeting strict deadlines.
• Prefer experience with Advent APX, Salesforce and FactSet