Jobs Description

  • Summer Analyst, Associate
  • Development
  • Business Development
  • London
  • Europe
  • Salary Negotiable
  • April 7, 2015
  • April 7, 2015
  • April 7, 2015


The Sales Associate provides ongoing day-to-day support of a Private Wealth Advisor’s book of business. While tasks may vary day to day, responsibilities will include but are not limited to:

  • Working with clients to ensure proper accounting opening procedures and documentation
  • Providing account information to clients and Private Wealth Advisors and maintaining key client relationships
  • Proactively resolving clients’ issues and concerns
  • Learning the business and products in order to assist Private Wealth Advisors
  • Taking and placing customer orders in brokerage and advisory accounts
  • Excellent written and verbal communication skills
  • Strong computer skills, including internet
  • Knowledge of Word, Excel, and PowerPoint
  • Superior interpersonal, organizational, and client service skills