Job TitleAssist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team.Primary Responsibilities:Facilitate tradesResearch and respond to client inquiriesMaintain strong relationship with client base and identify service solutions that support client needsConduct client outreachAbility to recognize potential sales or service opportunitiesAbility to prepare presentationsGeneral administrative dutiesAdvanced Word, Excel, PowerPoint and Internet knowledgeFirm requirements for continuing education for registered personsPerform daily operations, client service and Account Executive supportProvide account information to clients and Account ExecutivesLearn the business and products to assist Account ExecutivesClerical duties such as handling telephones, mailing, filing and processing formsRequired Background:2-5 years' industry experienceActive Series SIE, 7, 63, 65 (or 66)Desired Experience/ SkillsOutstanding client rapport-building skillsStrong computer skillsKnowledge of Fidessa, Pershing and Addepar is helpful.Bilingual in Spanish is required.Primary Location Full Time Salary Range of $75,000 - $100,000.