Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Client Associate.
The Client Associate is a forward-facing member of the team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is an integral part of the client/financial professional relationship as well as a valuable partner in the success of the branch. This position exemplifies our clients' core values of Integrity, Service is Personal, One Team, Communication and Initiative by communicating with clients, providing a personalized experience, and problem-solving. By facilitating these interactions and being an active, collaborative, and engaged employee, this role provides room for growth, career development, and advancement opportunities. The ideal candidate hired would have the potential opportunity to grow into a Junior Financial Professional over time and partner with a current FP this role supports.
This full-time role reports to the Branch Manager with additional feedback gathered from the assigned Financial Professionals (FPs). Working hours are Monday - Friday 8:30 AM to 5:00 PM EST. This role requires a minimum of 3-4 days in the office per week.
Role Responsibilities
Client/Financial Professional Team Duties (70%)
Office Administrative (20%)
Other (10%)
Key Measurements
Minimum Requirements
Preferred Requirements
Compensation
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