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We will help you build the knowledge-based, technical, functional, problem-solving and teamwork skills unique to your growth journey.

There is space to grow here. Our breadth and depth of expertise allows you to develop your skills and interests and build a dynamic career path.

Continuous learning is essential for growth. That’s why we continually invest in learning and development for each member of the team. Bring the skills you have and we’ll add to them.

Success follows preparation and hard work.

We'll challenge you to become better. To lead, create and succeed more.

Senior Client Services Specialist | Grow to become a Chief Client Administrative Officer

What We’re Looking For

Preparation

Our clients do business with us because they trust us. We’ve worked hard to earn that trust. We’ve earned it by knowing what business we are in, taking responsibility, doing what we say we’re going to do and demonstrating that we’re in this for the long haul, because real wealth management is a “long-haul” business. We will never be as good as we want to be. The important thing is that we want to be and keep working at it.

Qualification

Our clients expect us to independently certify the breadth and depth of our intellectual capital. They look for the professional charters, certifications and accreditations that help them validate our understanding and competency with the allied disciplines of wealth management. Qualifications help our clients ensure we are meeting professional standards and practicing within ethical codes of conduct.

Experience

Our clients and your colleagues need your experience, because preparation and qualification are not enough. It’s a tough truth that good judgment comes from experience and experience comes from bad judgment. While we are in an intellectual capital business, we are here to help our clients make wise choices and that requires that we have the experiences from which good judgment is borne.