Client Service Associate
We are seeking a Client Service Associate with at least 3-5 years’ experience in an RIA or investment operations at a custodial bank. This individual should have strong communication, organization, and computer skills (Excel required), be good with numbers and detail oriented.
Summary: Responsible for directly supporting a financial advisory team and its clients by performing the following duties:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be authorized to work in the United States.
Our company policy requires that all employees provide COVID vaccination and booster records.
GW & Wade is committed to offering a comprehensive benefits plan that is a part of total compensation. Benefits include health insurance, dental insurance, profit share, a healthcare reimbursement account, life insurance coverage, and a generous holiday and paid time off policy.
GW & Wade is an equal opportunity employer, committed to the strength of a diverse workforce.