Private Client Associate
| Company | Marquette Associates |
|---|---|
| Location | Chicago, IL, USA |
| Salary | $69000 – $73500 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree in Finance, Economics, Business, or other relevant field
- Attention to detail and highly organized, ability to work independently to meet deadlines
- Ability to multitask in a fast-paced environment and react to change positively
- Excellent interpersonal, collaboration and communication skills
- Highly motivated with strong work ethic
- Critical thinking skills, self-starter with excellent follow-up abilities
- Knowledge and experience with Microsoft Office (i.e., Word, Excel, PowerPoint)
- Ability to quickly learn new software applications, including those which are proprietary
Responsibilities
- Prepare all paperwork necessary for clients (new account opening, custodial contracts, manager forms, transfer forms, subscription documents for alternative investments, termination letters for legacy managers, and other various authorizations)
- Manage general client account inquiries including maintenance requests, charitable gifting, required minimum distributions and address changes
- Assist with Trading on multiple custodial platforms
- Assist the Private Client Team with projects as assigned
- Meticulously complete trade blotters and other compliance checks
- Assist with performance reporting checks
Preferred Qualifications
- Progress toward CFA, CFP or CIMA certification a plus