<p><strong>What role you will play in team:</strong> Provide excellent client service and support to senior wealth managers.</p><p><strong>What you will do:</strong> Handle client inquiries, maintain client portfolios, and assist in developing financial plans.</p><p><strong>Key responsibility:</strong><ul><li>Provide high-quality client service and support.</li><li>Maintain accurate client records and documentation.</li><li>Assist in the preparation of financial plans and presentations.</li><li>Conduct research and analysis to support investment recommendations.</li><li>Respond to client inquiries promptly and efficiently.</li><li>Collaborate with other team members to achieve team goals.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and time management skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Knowledge of financial products and services.</li><li>Excellent client service skills.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development.</li><li>Friendly and supportive work environment.</li><li>Medical insurance.</li><li>Paid time off.</li></ul></p><p><strong>A Day in the Life:</strong> You will start your day by reviewing client accounts, responding to client emails, attending team meetings, and working on developing financial plans.</p>