Client Services Associate
Client Services Associate
Job Title: Client Services Associate
Location (Hybrid): New York, NY
Job Type: Full-time
Compensation: $105,000 - $115,000 base salary + discretionary bonus
About Our Client:
Join a distinguished financial services firm celebrated for its expertise in wealth management for high-net-worth individuals and institutions. Our client offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning. Their mission is to provide personalized, innovative strategies that empower clients to achieve their financial goals and secure their future.
Key Responsibilities:
- Client Relationship Management: Serve as the primary point of contact for clients, addressing inquiries and providing exceptional service.
- Account Maintenance: Assist with account setup, updates, and maintenance, ensuring all client information is accurate and up-to-date.
- Financial Documentation: Prepare and manage financial documents, including statements, reports, and correspondence.
- Support Services: Collaborate with financial advisors to support client needs, including scheduling meetings and preparing materials.
- Compliance and Reporting: Ensure all activities comply with regulatory requirements and assist with internal reporting.
- Problem Resolution: Address and resolve client issues promptly, escalating to senior staff when necessary.
Qualifications:
- Educational Background: BS in Finance, Accounting, or a related field
- Licenses: Series 7, Series 63, and/or Series 66
- Experience: 3 years of experience in Client Services
- Product Knowledge: MUST have experience in Wealth Management, estate planning, trusts, IRAs, and/or high-net worth clients
Preferred Qualifications:
- Certifications: CFP or CFA
Our client is interviewing fast-don't miss out on this exciting opportunity! Click apply now!
FAQs
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