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Client Service Associate

Company: Rappaport Reiches Capital Management, LLC
Location: Skokie
Posted on: April 8, 2021

Job Description:

Firm Description:Rappaport Reiches Capital Management, LLC (RRCM) is an independent SEC-registered investment advisory firm with approximately $675 million under management. RRCM provides global investment management and comprehensive financial advisory solutions to individuals, families, and non-profit organizations.----
Job Description:Rappaport Reiches Capital Management is seeking an entry level professional with 1-3 years relevant work experience. Client Service Associate will work with operations team as well as be mentored by principal advisors to learn all aspects of providing client service for a wealth management firm.----
Role and Responsibilities:Client Service Associate should expect to engage in all of the following activities, with an initial emphasis on learning business operations, and a progressive concentration towards client interaction.

  • Office administration duties.
  • Interaction with custodian in processing client-related transactions including account openings, transfers / funding and investing.
  • Mastery of all back office software and systems, including financial planning software.
  • Client interface, including client review participation, responding to client inquiries and requests.
  • Creating financial planning presentations, client portfolio reviews and prospective client proposals.
  • Educational training on industry, core philosophies, asset allocation and specific investment and financial planning services.
    Qualifications and Education Requirements:Ideal candidate should have excellent analytic and communication skills, as well as strong academic track record. Ability to work in team situations, as well as leadership positions.--Proficiency in Word,--Excel, and Powerpoint are required. Willingness to study for and pass Series 65 examination within 6-9 months. Desire to obtain CFP-- designation.
    Please send resume to David Rappaport, drappaport@rrcapital.com

Keywords: Rappaport Reiches Capital Management, LLC, Skokie , Client Service Associate, Other , Skokie, Illinois

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