Convergent Wealth Advisors Jobs & Careers

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3 Convergent Wealth Advisors jobs found on Monster.

Jobs 1 to 3 of 3
Convergent Wealth Advisors New York City, NY, 10022
Job Profile Position: Client Service Associate Department: Ultra High New Worth POSITION OBJECTIVES The primary objective of the Client Service Associate (CSA) role is to provide direct support to Investment Management Associates (IMA) in managing client portfolio implementation, rebalancing, cash flows, performance reporting, meeting materials, and ensuring documentation of client records, includ...
Convergent Wealth Advisors Los Angeles, CA, 90067
Job Profile Position: Investment Management Associate Department: Ultra High New Worth POSITION OBJECTIVES The primary objective of the Investment Management Associate (IMA) role is to take proactive responsibility for owning all components of the client portfolio – spanning proposal, implementation and documentation, reporting, rebalancing and billing – and become a key member of the client relat...
Convergent Wealth Advisors Los Angeles, CA, 90067
Job Profile Position: Client Service Associate Department: Ultra High New Worth POSITION OBJECTIVES The primary objective of the Client Service Associate (CSA) role is to provide direct support to Investment Management Associates (IMA) in managing client portfolio implementation, rebalancing, cash flows, performance reporting, meeting materials, and ensuring documentation of client records, includ...
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