Private Client Advisor - Veritas Partners

Our client, an investment firm in Washington, DC, is currently seeking a Client Advisor to join their team. The incumbent will be client facing and will be responsible for client service-related activity, but not responsible for sales goals.

Responsibilities

• Collaborate with client’s internal and external advisors

• Responsible for client onboarding, transactions, recurring events

• Provide excellent communication to client and internal/external advisors

• Provide detailed financial reports to the client

• Resolve day to day client issues

Qualifications

• Bachelor’s degree is required

• Must have ten years of experience in the investment management or financial services

• Must have basic accounting experience

• Strong knowledge of trusts and estates

• Excellent client service skills

• Outstanding communication skills

• CFP or CTFA is a plus