Investment Associate

About this job

​Prepares client presentations and ensures all portfolio materials are ready for client meetings. Creates custom asset allocations and reviews performance for accuracy. Identifies possible issues and amends prior to client meetings. Communicates actively with clients and Portfolio Advisors on client requests. Develops clear understanding of clients' needs behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service changes or process transactions. Handles routine issues independently while engaging the appropriate PA as needed. Collaborates with the Client Service team on a regular basis to receive and communicate information on all aspects of a client relationship or portfolio. Processes client cash requests.…

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