Financial Services Associate
4 weeks ago
About the Company
">Fitzgerald Jenkins Recruitment is a leading provider of talent solutions to the financial services sector.
We are committed to delivering exceptional recruitment experiences and building long-lasting relationships with our clients and candidates.
About the Role
">As a Financial Services Associate, you will have the opportunity to work with a team of experienced Investment Advisers and provide support in various aspects of wealth management.
Responsibilities include:
- Collaborating with Advisors to collect and analyze financial information for clients
- Maintaining client portfolios and providing timely advice on investments and financial objectives
- Executing administrative tasks for clients and the Advisers' teams
- Liaising with the Operations team and Client On-Boarding
Requirements
">To be successful in this role, you will need:
- 2-5 years of experience in Financial Services
- Strong communication and relationship-building skills
- A high level of motivation and self-direction
What We Offer
">In addition to a competitive salary, we offer a comprehensive benefits package that includes access to ongoing professional development opportunities.
Salary Range
">The estimated annual salary for this role is $70,000-$100,000 depending on experience.
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