Client Services Vice President


New York
Permanent
USD110000 - USD150000
Wealth Management
PR/531441_1742302870

Client Services Vice President

Title: Client Services VP

Location (Hybrid): New York, NY

Employment Type: Full-time

Salary: $110,000 - $150,000 base salary + discretionary bonus

About the Company

We are currently representing a private firm that is looking to add headcount to their client services team and is dedicated to providing top-tier wealth management solutions for high-net-worth individuals and institutions. At this firm, you'll have the opportunity to craft personalized financial plans and investment strategies that make a real difference in client's lives.

Key Duties

  • Client Relationship Management:Act as the main point of contact for clients, addressing inquiries and providing outstanding service.
  • Account Maintenance:Assist with account setup, updates, and maintenance, ensuring all client information is accurate and current.
  • Financial Documentation:Prepare and manage financial documents, including statements, reports, and correspondence.
  • Support Services:Work 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.

Requirements

  • Education:BS in Finance, Accounting, Operations or a related field
  • Experience: 4+ years of experience in Client Services
  • Product Knowledge:Must have experience in Wealth Management, 401ks, trusts, IRAs, and/or high-net-worth clients

Preferred Qualifications

  • FINRA Licenses:Series 7, Series 63, and/or Series 66
  • Certifications: On pathway for a CFP or CFA

FAQs

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business. 

That's why we recommend registering your CV so you can be considered for roles that have yet to be created. 

Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.

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