Company Description
Center Street Capital Advisors offers a comprehensive range of wealth management services on an independent platform backed by world-class resources. Investment products and services are provided through Wells Fargo Advisors Financial Network, LLC (WFAFN), a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Our independent and dedicated approach ensures we are invested in your success. We proudly serve residents across numerous states with personalized financial solutions and are growing rapidly.
Role Description
This is a full-time on-site role for a Senior Registered Client Associate located in Midtown Manhattan. The Senior Registered Client Associate will be responsible for delivering exceptional client services, managing client relationships, conducting financial analysis, participating in sales activities, and effectively communicating with clients and team members. Daily tasks include providing support to financial advisors, processing transactions, and ensuring compliance with regulatory requirements, amongst other activities.
Qualifications
The Fundraising Program Manager manages and executes annual giving campaigns, raising over $800,000 each year, as well as supports the execution of stewardship events and the planned giving program, in collaboration with the Resource Development Team and Communications...
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