Our Client Service Associate / Intern will assist the Wealth Management Advisors and Portfolio Managers with maintaining relationships by opening client accounts and executing client requests. You will be involved in all aspects of the firm as an administrative assistant, helping with a wide variety of duties including, but not limited to answering the phone, entering data, printing reports and presentations, preparing mailings, maintaining social media and our website.
Our typical clients are multi-generational families, successful executives and recent inheritors who choose our firm for our range of expertise that simplifies their financial lives and reaches their wealth goals. Our clients are located all over the country and the successful candidate will have the opportunity to communicate with them regularly. This is an ideal position for someone pursuing a business or financial planning degree interested in the investment business.
The major duties will be to:
Be an integral part of a small office team
Work with financial advisors to maintain client relationships
Interact with clients, prepare required documentation, and manage client request workflows
Provide reports and other information to advisors as needed
Coordinate with advisors to post content to social media and website
Help with various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, distributing mail, ordering supplies etc.) and other duties and projects as assigned by the advisors.
Our Ideal Candidate will be:
Enrolled in a 4-yr college degree program
Comfortable with Microsoft Office, managing files and records, and other office procedures and etiquette
Organized and self-motivated
A practical problem solver
A strong communicator with excellent grammar(both written and verbal)
Self-confident with a positive personality
Responsible and reliable
Integrity beyond question
About Summit Place Financial Advisors, LLC
After years of managing institutional and individual client portfolios, Liz Miller, CFA, CFP® & CIC, conceived of a firm to serve successful executives and families that are often left to coordinate all their financial needs by themselves. Summit Place Financial Advisors is a fee only discretionary advisor dedicated to identifying and understanding all the wealth needs of clients. The firm uniquely provides a single point of expertise to help clients achieve their goals by managing their portfolios and coordinating the best advice from all their professionals.