Client Services Associate

Firm: NYC-based Asset Manager

Role: Client Service Associate

Department: Wealth Management

Experience: 2-4 years

Base: 80-90k + bonus and profit sharing

Hybrid: In office 3 or 4 days a week

Location: Midtown, NYC

Overview:

The Client Service Associate will act as a support and resource for clients and Sr. Wealth Managers within the firm. My client needs someone reliable with exceptional communication and interpersonal skills.

Responsibilities:

Onboarding new accounts and maintenance of existing accounts

Fund distributions (charitable gifting, transfers, wires, etc.)

Account performance updates

Account monitoring (trades, cash flows, transfers, quotes, etc.)

Upkeep of client data

Direct client interaction for any inquiries

Act as an intermediary between Wealth Advisors, Portfolio Managers, and clients

Qualifications:

Must have a current 7 and 66 in good standing

Bachelor's Degree with a solid overall GPA

2+ years of client service experience

CRM experience a plus (Salesforce)

Good understanding of wealth management

Ability to work in the U.S. with no restrictions