Client Service Associate
Company: Rappaport Reiches Capital Management, LLC
Location: Skokie
Posted on: April 8, 2021
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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.
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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