Private Client Associate – Wealth Management

Full Time

St. Louis, MO

In Office

WHAT WE DO:

Alpine Private Wealth is a boutique wealth management firm whose fiduciary duty holds us to the highest level of client care in the financial services industry. That is why we are dedicated to serving as a steadfast advocate for the financial well-being of our clients. A significant focus of what we do is helping clients make informed decisions for the many different facets of their financial lives by taking the time to understand their priorities, concerns, and financial history.

Ultimately, our mission is to identify and achieve each client’s financial objectives through superior financial advice, essential investment principles, uncompromising capital protection, and proven investment results.

We are unique Advisors. We do not sell insurance products, we do not earn commissions; instead, we are 100% fee-only Wealth Management Advisors implementing a value-focused investment philosophy to achieve each client’s goals and objectives. Our purpose is to enhance the lives of our clients by eliminating any concerns they have regarding their wealth and finances. Our investment management approach focuses on three longstanding objectives:

Protect investor capital from permanent impairment of purchasing power.
Generate an equity-like absolute return over a full market cycle of 6% plus inflation.
Outperform the market over a full market cycle.

As a St. Louis based SEC Registered Investment Advisor, Alpine Private Wealth, and its affiliate ACR Alpine Capital Research, LLC, manage $6.5 billion in client assets.

ABOUT THE POSITION:

As a member of the firm’s Advisory Team, the Private Client Associate will work directly with clients to meet their needs and will assist the team’s Advisors in expanding existing client relationships. The Private Client Associate will be responsible for opening accounts, responding to client inquiries, preparing client reports, assisting with client related research projects as well as other special projects, and supporting the Advisory Team in any way necessary to drive the success of the firm. The Private Client Associate will also work directly with both the Vice President of Client Administration and the President on projects and tasks to ensure the smooth functioning of the firm.

ACTIONS TO ACHIEVE SUCCESS:

Working directly with Alpine Private Wealth’s Vice President of Client Administration and the Advisory Team, the Private Client Associate’s responsibilities will include, but are not limited to the following:

Serve clients at the highest possible level to ensure that any and all wealth management concerns are promptly and accurately addressed. Our objective is to make our clients’ lives as stress free as possible.
Support the Advisors and clients in the account opening process.
Facilitate the transfer of funds on behalf of clients.
Prepare monthly, quarterly and annual reports for clients using the Tamarac system. This includes preparing bound booklets for Annual Investment Reviews.
Participate in team meetings, team projects, and other tasks to advance the growth of the business and improve the process by which we serve our clients.
Support the operations team as necessary.
Effectively, respectfully and professionally communicate with all clients, teammates, vendors and partners.
Complete special projects on an as needed basis, often using Excel.
Support other teammates even when that support calls for duties that are outside of the Private Client Associate’s primary job description.

QUALIFICATIONS TO MEET OUR CLIENTS’ NEEDS:

The successful candidate will be an intelligent and highly energetic professional who has experience in the financial services industry or is committed to becoming a financial services professional. The Private Client Associate position demands a person with a very professional demeanor who enjoys and excels at multi-tasking, is a very effective problem-solver and an optimistic, can-do team player. Additionally, a very strong passion for client service is absolutely critical as are strong organizational skills. Other qualifications include:

A desire to make a strong, positive difference in our clients’ lives.
A desire to help others, both clients and teammates, achieve success.
Highly reliable, professional, respectful and conscientious.
A penchant for completing multiple tasks accurately, completely and quickly.
Highly competent using Excel, Word and Outlook.
Demonstrated success working both independently and in a team environment.
A strong team player with a very positive attitude and a willingness to do what it takes to get the job done.
Demonstrated experience handling and resolving complex problems quickly and efficiently.
Outstanding ability to respond accurately and quickly to all client requests.
Knowledge of financial markets and general financial planning concepts is preferred.
Candidates with experience with the Schwab custodial platform, Salesforce, and/or the Tamarac reporting system will receive special consideration.