Overview

CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20+ years experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business and experiencing significant growth, and as a result, we are looking for development-oriented individuals to join our organization. Successful Investor Wealth Management (SIWM) is actively seeking a client service professional with strong relationship management skills who will provide excellent quality service to high-net-worth clients and contribute to the growth of the organization. Working in concert with the Portfolio Management team the ideal candidate will have a minimum of 3-years experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm. As the Client Service Associate, you are the first point of contact for all incoming client calls and ema...