Client Service Associate, Private Wealth

Job Description

Salary:

Client Service Associate, Private Wealth

REPORTS TO:

The Client Service Associate will report directly to the Sr. Advisor as well as to the Managing Director of Investment Operations, or their designee.

POSITION SUMMARY:

The position of Client Service Associate for The Coury Firms Private Wealth division (the Firm) is a core member of the Wealth team. The Client Service Associate will be responsible for directly supporting the Firms Wealth Advisors on all aspects of client administration to ensure accurate and timely execution of client service-related matters. Key duties include