Cadia Private Client
Cadia Private Client is an established independent wealth management firm serving high-net-worth families.
About the Role
We are seeking an experienced Senior Client Associate to join our team. This is a multi-faceted role working directly with the managing partners to deliver wealth management services to a select clientele. The daily workload will fluctuate, requiring the ability to prioritize tasks and work effectively with minimal supervision.
Key Responsibilities
- Communicate effectively with high-net-worth clients
- Research and resolve client inquiries, including the most complex, in a timely manner
- Develop expertise with software platforms including custodians, CRM, reporting and planning software
- Generate and analyze reports and other materials for client meetings
- Account documentation (new accounts, transfer assets, client agreements)
- Develop and maintain operating procedures
- Maintain knowledge of procedural and regulatory requirements
About the candidate
- Client first focus
- Strong initiative, energy and confidence completing projects with limited supervision and an unstructured workday
- Problem-solving mindset
- Detail-oriented with ability to prioritize and organize workflow
- Excellent verbal and written communication skills
- Good judgment and discretion working with highly confidential information
Preferred Qualifications
- Minimum 3+ years of professional experience as a Client Associate
- Must understand day-to-day activities of this role
- Fidelity Wealthscape, Orion, Wealthbox, eMoney (or similar software)
- Bachelor's Degree
- Proficient in Microsoft Office
- Excellent verbal and written communication skills
- Strong organizational skills
- Industry designations are a plus, but not required: CFP, CFA, FPQP
Core Competencies
- Customer Focus: Building strong customer relationships and delivering customer-centric solutions
- Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understand of the unique needs of different audiences
- Situational Adaptability: Adapting approach and demeanor in real time to match the shifting demands of different situations
- Action Oriented: Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
- Optimizes Work Processes: Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement
