Travel & Client Services Executive coordinating travel and logistics for corporate events at Davy Group. Supporting Capital Markets team with logistics, administration, and stakeholder communication.
About the role
- Senior Associate providing operational support to Wealth Advisors at Lido Advisors, LLC. Enhancing client experience and managing investments within a hybrid work environment.
Responsibilities
- Cultivate and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries
- Prepare for client meetings by collecting financial information, completing various financial analyses, and creating presentation materials for meetings
- Coordinate the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers
- Maintain and track prospect and client engagement in the relationship management system
- Act as subject matter experts for all client service-related processes and systems, and promote best practices for junior team members
- Review and facilitate resolution of client inquiries and operational items
- Assist Wealth Advisors Team in preparing allocations and coordinating investments according to the firm's and strategy stated guidelines
- Manage the onboarding of new client accounts, which includes collecting required documents and client information through in-person meetings or on calls with clients
- Prepare and process complex alternative investment paperwork with a high level of accuracy
- Liaise with custodian partners and internal departments
- Support the team’s overall strategy by preparing regular or ad hoc reports, marketing, and other materials for client meetings
Requirements
- Bachelor’s degree
- Series 65 or 66 required or must be attained within the timeframe determined by manager
- Minimum of 3 years serving wealth management clients or other relevant industry experience
- Strong attention to detail
- Takes ownership of all aspects of client engagement
- Self-starter who actively sees projects through to completion while maintaining a high level of communication with team members
- Exceptional interpersonal and client service skills
- Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
- Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel
- Ability to adapt to a rapidly changing and fast-paced business environment
- Proven ability to operate effectively and work under pressure with tight deadlines
Benefits
- Flexible work environment
- Supports personal and professional growth
- Embraces a culture of supporting each other, our communities, and our clients
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