Relationship Associate

Firm SummaryDiversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $15 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We provide tailored investment management, financial planning, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Charleston, Greensboro, Memphis and Nashville.

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.
Job Summary The Relationship Associate works in partnership with a team of client professionals providing exceptional wealth management, family office, investment advisory and trust services to clients.
Primary Duties & ResponsibilitiesAssist senior wealth strategists and other client service team members in developing and servicing client specific financial plansCorrespond with clients to obtain necessary information for financial plan development; review and organize client source materialsInitial input of information into planning software for analysis and development of client presentation materialsParticipate in wealth strategies team meetings and collaborate with colleagues to improve efficiency of wealth strategies processes and deliverablesAssist with the preparation of customized reports and presentations for current and prospective client meetingsAttend periodic client meetings; follow up with clients and team members on outstanding client service itemsProvide excellent client service; respond to day-to-day inquiries from clients and other client service team membersAssist in the research and development of client solutionsEngage in business development activities and assist in generation of new business
Skills and QualificationsBachelor's degree in Business or related field; advanced degree preferredCFP, CPA, CPWA or other advanced designation required3+ years of financial xzbcwsv planning, estate and/or tax planning experience, investment advisory or comparable experience preferredA working knowledge of the application of wealth management planning such as cash flow, education, retirement, risk management and insurance, tax, business tax, trust and estate and wealth transferEthical practitioner with ability to exercise sound judgement and effectively manage riskAbility to develop trust and build internal and external relationshipsStrong work ethic with ability to work under pressure and handle multiple tasks within deadlinesStrong analytical abilities and excellent attention to detailExcellent writing and communication skills