Senior Client Associate

Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate who will help support the team. What would your role be? Take ownership and support the management of a client portfolio, putting the client’s needs in first place. Be the go-to expert when it comes to the administration of the client’s accounts (cash management, transfers, stock exchange ord…