Investment Specialist/Client Accounts Manager
2 days ago
As an investment management firm, partnered with iA Private Wealth, our team consists of investment advisors and associate advisors. We focus on investment planning, estate planning, and retirement cash flow planning. Our typical clients are successful and affluent professionals including entrepreneurs, health professionals, engineers, corporations, lawyers, high-level executives, and top-level athletes.
We are looking to hire an Investment Specialist/Client Accounts Manager.
Minimum Requirements- CSC (Ideally CPH, WME path towards CIM)
- 5 years+ customer service experience, preferably with investments
- Respond promptly to client inquiries, providing exceptional customer service.
- Communicate with clients/investors to place trades and assist in preparing and maintaining client investment portfolios.
- Conduct research and analysis for new investment opportunities.
- Prepare retirement forecasts.
- Provide administrative and operational support for client accounts, including documentation and reporting.
- Follow up on transfers with financial institutions and banks.
- Create and log trade notes and document forms.
- Respond to compliance-related questions and inquiries, ensuring compliance with regulatory and company policies.
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