SALARY RANGE:
$75,000 – $90,000 base salary, plus performance-based bonus and profit sharing
POSITON OVERVIEW:
CSAs will work alongside Forbes and Barron’s recognized Advisors in a fast-paced, learning focused environment to provide distinguished client service. You will master foundational operations that are the backbone of portfolio management while gaining extensive industry knowledge through our access to cutting edge investment research.
DUTIES AND RESPONSIBILITIES:
- Provide a variety of operational services to clients such as account onboarding and maintenance, money movements and private investment subscriptions
- Become proficient in the different types of taxable and tax-exempt accounts available to investors along with the basics of estate planning vehicles
- Develop working relationships with colleagues, custodians, and client intermediaries (accountants, business managers, attorneys, etc.) to ensure a high level of service
- Work autonomously and in committees on various projects to implement firm wide improvements and changes
- Attend in-person meetings and private webinars with world-class fund managers and investors who specialize in a vast array of asset classes (opportunistic real estate, private equity, distressed credit, etc.)
SKILLS AND QUALIFICATIONS:
- Strong written and verbal communication
- Time management and prioritization skills
- Focused work ethic and attention to detail
- Ability to learn quickly and think on your feet
- Experience with Microsoft Excel, PowerPoint, and Word
- Authorization to work in the U.S.; we are unable to provide sponsorship
Previous CSAs have become Financial Analysts, Advisors and Partners within Evoke, as well as successful financial professionals at other highly respected organizations.