Client Service Associate - Private Wealth Management

Robert Half - US
New York, USA
$80-100k base plus bonus
08 May 2022
08 Jun 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support.
  • Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.
  • Act as the liaison between the investment professional, client and the middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust.
  • Research and respond to inquiries for our high net worth clients; escalate issues as appropriate.
  • Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail.
  • Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments and other custodians regarding transaction-processing follow-up.

  • 2+ years' experience in Client Services or Operations at a Wealth Manager or Private Bank
  • Series 7 and 63/65/66 FINRA Licenses are advantageous
  • Knowledge of Bloomberg, APX or custody system a plus
  • Bachelors degree

This Client Service Associate role is hyrbid remote requiring 3 days per week in the midtown Manhattan New York office so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is dependent on experience/licenses and the range is $80-100k base plus bonus. If your profile matches the above criteria, please contact me on ****

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