Private Client Associate

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals. 

The role of the Private Client Associate is to provide support to the Private Client Team and assist in all aspects of Marquette’s Wealth Advisement service line in order to provide exceptional client service to private clients. 

Responsibilities:

• Prepare all paperwork necessary for clients (new account opening, custodial contracts, manager forms, transfer forms, termination letters for legacy managers, and other various authorizations)
• Manage general client account inquiries including maintenance requests, charitable gifting, required minimum distributions and address changes
• Assist the Private Client Team with projects as assigned
• Trade blotters and other compliance checks
• Assist with performance reporting checks

Competencies for Success/Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or other relevant field
• Attention to detail and highly organized, ability to work independently to meet deadlines
• Ability to multitask in a fast-paced environment and react to change positively
• Excellent interpersonal, collaboration and communication skills
• Highly motivated with strong work ethic
• Critical thinking skills, self-starter with excellent follow-up abilities
• Progress toward CFA, CFP or CIMA certification a plus
• Knowledge and experience with Microsoft Office (i.e., Word, Excel, PowerPoint)
• Ability to quickly learn new software applications, including those which are proprietary
• Knowledge of BlackDiamond, Tamarac, and/or PARIS a plus

BENEFITS WE OFFER:

Top tier healthcare coverage

100% paid premium for disability and employee life insurance coverage

Health and Dependent Care FSA and HSA options

Company 401K contribution

Hybrid work policy

Paid time off & 15+ holidays

Summer hours

Enhanced employee assistance program

Volunteer opportunities

Tuition and education reimbursement

Company-wide events

Marquette Associates is proud to be an Equal Opportunity Employer.