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Client Administrator
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Nashville, TN
JOB DESCRIPTION

Job #: 43042
Title: Client Administrator
Job Location: Nashville, Tennessee - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?

*leader in the RIA field, excellent training

*camaraderie, professionalism, intregrity foundational

*client-oriented, white glove service

JOB DESCRIPTION

Top Tier RIA, AUM 7+ Billion AUM, seeking a highly motivated, service-oriented, entrepreneurial-minded individual.

*work in partnership with a team: learn, grow, mentoring

*employee owned: equity track automatic

*HNW/UHNW clientele: individuals, multi-generational families, family offices, foundations, endowments and retirement plans.

*tailored investment management, financial planning, trust and estate, family office, and institutional advisory services

QUALIFICATIONS

Bachelors degree preferred
3+ years of wealth management, trust or comparable experience
Experience with financial/investment technology platforms; proficiency in Excel and PowerPoint applications
Ethical

Strong work ethic with the ability to work under pressure and handle multiple tasks within deadlines
Strong analytical abilities and excellent attention to detail
Excellent writing and communication skills
Professional, pleasant and personable in dealing with clients

Adaptable in a rapidly changing environment

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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