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Senior Client Analyst

Position ID: JMS/WashSCA
Location: Washington DC

Senior Client Analyst

 

Our client is a highly distinguished trust company with over $15.0 billion in assets under management. They provide Fee-based advisory services and excellent client service as evidenced by their client retention and team approach.

 

They are looking for a Senior Client Analyst to join their Private Wealth team:

* provide client portfolio support by preparing and analyzing asset allocations, performance reporting and materials for investment reviews

* execute and oversee securities trading (mutual funds/submit fixed income and equities orders)

* run and interpret client statements and tax reports

* prepare materials for client meeting books

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

 

To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/WashSCA in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/WashSCA 

 

NO CALLS PLEASE

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