Private Wealth Associate - The Lerner Group

Job description

Your Future Team The Lerner Group uses decades of industry experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must be consonant. This approach strengthens communication, education and wealth planning decisions throughout all generations. The Role: We are looking for a successful Private Wealth Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful. You will report to the Operations Manager. What You'll Do: - Set up new investment accounts – preparing customer welcome packets / new account documentation - Help establish online access for statements, confirms, proxy materials and other services - Process client requests (profile u...