Description
The Sales Associate / Client Service Associate will support a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, particularly in biotech and healthcare. Responsibilities include high-touch client service, sales and business development support, onboarding and KYC, account administration, transfers and wires, select trading support including equities, fixed income, options, and 10b5-1 plans, preparation of client materials, planning coordination, recordkeeping, and administrative workflow. The role requires a bachelor's degree, 1–5 years of relevant experience, strong communication and organizational skills, Microsoft Office proficiency, and preferred securities licenses.
