Client Service Associate
: Job Details :

Daintree Advisors is a multi-family office and wealth advisory firm created in 2010 by a group of seasoned investment and planning professionals. We guide and empower clients to step back and “See the Forest” so that they can make thoughtful financial decisions for themselves and their families.

Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.

Job Summary

The Client Service Associate will support Daintree Client Advisors and Senior Client Service Associates with client service and operational transactions, financial planning, and investment management. The Client Service Associate will work closely with Daintree professionals to acquire the technical knowledge and relationship management skills necessary for advancement.

Duties and Responsibilities

The Client Service Associate is a support role which, under the direction of Daintree Client Advisors and Senior Client Service Associates, provides assistance with client service, financial planning, and investment management services for Daintree's Wealth Management and Family Office clients. In addition to client account support, responsibilities may include investment reporting and rebalancing, participation in client financial and tax planning, communication with outside advisors, and special projects.

Qualifications and Skills

• 0-3 years' experience in client service in the financial services industry preferred
• Bachelor's degree from an accredited university
• Prior experience with financial planning software preferred
• Expertise in Word, Excel, and Outlook
• Organized, detail-oriented, and multitasking skills
• Client first philosophy
• Excellent professional written/verbal communication and interpersonal skills
• Team player, collaborative, and works well with and through others
• Desire to work successfully in a small company environment

Salary and Benefits

This is a full-time, non-exempt position. Pay will be based upon experience. A full benefits package is available.

Please submit resume and cover letter to Karen Angrisano at ...@daintreeadvisors.com

Daintree Advisors LLC is an Equal Opportunity Employer

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