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Private Wealth Analyst/Associate - Global Asset Manager

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Coda Search│Staffing

2021-12-03 08:57:59

Job location Hialeah, Florida, United States

Job type: fulltime

Job industry: HR / Recruitment

Job description

Our client, a well-known Alternative Asset Manager is looking to add a Private Wealth Solutions Analyst/Associate to their growing team.


Responsibilities:

  • Liaise with FAs, investors, & additional business units
  • Resolve client account discrepancies
  • Maintain/onboard client accounts
  • Ad-hoc projects as needed


Qualifications:

  • Bachelors Degree in relevant field
  • 2+ years of experience
  • Series 7 is a plus

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