Are you at the beginning of your career and looking for an opportunity to learn, grow and make a real impact? Do you enjoy working with people, paying attention to details and being part of a collaborative team?
Role
We are looking for three motivated Client Advisor Assistants to join our team and support our Client Advisors in their daily activities. In this role, you will have the opportunity to:
support Client Advisors in delivering exceptional client service and a high-quality client experience
become a first point of contact for clients on account-related queries, developing strong communication and problem-solving skills
learn how account opening, onboarding, due diligence and ongoing monitoring activities work in a leading financial services environment
prepare and coordinate documentation for client meetings and investment proposals, gaining exposure to wealth management activities
collaborate with colleagues across the organization to ensure client accounts comply with legal, compliance and regulatory requirements

Internship Wealth Management Client Advisor Assistant

Maestra

Bagnino

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Economo Ristorazione

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