Private Wealth Coordinator

AB Global

Stamford, Connecticut, US
Base: $60,000 to $62,000; bonus/equity: not specif...
Client relationship management
Administrative support experience
Strong organizational skills
The Private Wealth Coordinator plays a vital role in client relationships

Job Summary

  • The Private Wealth Coordinator plays a vital role in client relationships.
  • This role supports multiple Financial Advisors and manages client requests.
  • Total compensation is competitive and includes base salary plus overtime.

Matching Summary

The Private Wealth Coordinator plays a vital role in client relationships.

Salary

Base: $60,000 to $62,000; Bonus/Equity: Not specified; Benefits: Health insurance, retirement savings plan, paid time off

Skills & Requirements

Must-have

  • Client relationship management
  • Administrative support experience
  • Strong organizational skills

Nice-to-have

  • Flexibility to adapt to personalities
  • Effective interpersonal skills
  • Experience in financial services

Key Requirements

  • 1-2 years of experience
  • Bachelor’s degree preferred
  • Working knowledge of Microsoft Office

Work Rights

Not specified

Tailored Resume

Cover Letter