Private Client Associate

Job Description

Private Client Associate – NYC Metro & Shelton, CT

Job Description

Innovative Asset Advisors Group is a wealth management firm that empowers individuals and families to

navigate the complexities of managing wealth by providing a tailored, high-touch client experience, best-in-class

technology, and the expertise of investment professionals with a broad range of experience across all asset

classes.

We are seeking a detail-oriented Private Client Associate to support our wealth management team in delivering

exceptional service to high-net-worth clients. This role involves comprehensive client relationship management,

investment administration, and operational support for complex financial portfolios. The successful candidate

will provide a wide range of supporting functions to a Senior Adviser and Associate Adviser across client service,

administration, and investments.

Essential Responsibilities

• Work with clients to understand their financial objectives and coordinate service delivery

• Maintain detailed client records and ensure all communications are documented and tracked

• Coordinate with custodians, fund managers, and other service providers to ensure accurate and

timely execution.

• Prepare comprehensive portfolio reports and performance summaries for clients

• Process new account documentation and coordinate know-your-customer procedures

What You’ll Bring

• Experience with Schwab Adviser Center required

• Bachelor's degree in finance, economics, business, or related field

• One to four years of experience in financial services, preferably in wealth management or private

banking.

• Strong analytical skills with proficiency in Excel and Word

• Experience with portfolio management systems and CRM platforms

• Previous exposure to alternative investments, trust and estate planning, or tax-advantaged strategies

• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced environment.

Strong client service orientation with professional demeanor.

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What You'll Love About Us:

• Competitive compensation, commensurate with experience

• 401(k) plan with employer match

• Paid health insurance for Employees with dependent/spouse coverage at employee cost

• 4 weeks of vacation

• Great work environment

• Flexible work hours

• Opportunity for hybrid schedule

• Business casual attire

Full-time

Hybrid remote