Client Associate

Manage client accounts by processing new accounts, transferring assets, and handling cash management requests including wires, checks, and journals. Reconcile daily activity against clearing firm systems, post trade instructions, and generate expense reports via Concur. Assist with investment subscriptions, manage life events, and oversee insurance and annuity processes while preparing client correspondence and meeting materials. Support marketing efforts by promoting seminars and attend client meetings to present performance data. Complete necessary filings, maintain client files, and obtain management approvals for all administrative tasks.