Client Advisory Associate
Newport Beach, CA
ISC’s team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange County office as they continue to grow and expand.
The Client Advisory Associate will be instrumental in partnering with UHNW Clients and will work closely with the Senior Advisors and Investment teams. Responsibilities will include providing portfolio analysis, investment research, client presentations, analytical support and helping to ensure consistency across all client relationships and offices.
Client Advisory Associate Requirements - To qualify, you should have the following:
Client Advisory Associate Rewards- If you qualify for this opportunity, the Firm offers the below:
Client Advisory Analyst Associate - The duties for the role are as follows: