Private Client Associate - Financial Planning Support

A leading financial advisory firm is seeking a motivated Client Associate to support client relationship management and deliver financial planning solutions. Responsibilities include preparing detailed financial reports, liaising with teams for compliance, and managing account activities like onboarding new clients. The ideal candidate has 1-3 years of client service experience in finance, a business degree, and strong skills in Microsoft Office. The compensation range is $70,000 to $75,000 annually, with additional benefits offered. #J-18808-Ljbffr