ISC’s team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add a key player to their Reno office as they continue to grow and expand.
The Client Advisor will be responsible for expanding the firm providing support to UHNW Clients. They foster a collaborative environment with unlimited opportunities to build out your role and make an impact with the firm.
Client Advisor Requirements:
agreements, powers of attorney, powers of appointment, stock powers, assignments, partnerships, and disclaimers agreements.
Client Advisor Rewards:
Client Advisor Responsibilities:
ensure efficient management of client accounts.
administration, fiduciary accounting, real estate, taxes, and estate planning.
of accounting records.
How to Apply:
Click Here to Apply Online
Please contact Jennifer Crook, , 800.319.9670.
Referrals – Do you know someone who may be a fit?
We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp up-and-coming Client Advisory professionals, and ideally candidates that are not looking – whose name comes to mind? Please contact Jennifer with referral contact information.