Client Relationship Associate - Wealth Management

The role is hybrid remote and requires 3 days per week in the midtown office.

Responsibilities:

• Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication
• Continually develop and strengthen relationships with clients
• Provide timely and accurate responses to operational and administrative client inquiries
• Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
• Manage all communication between clients and the firm’s custodians
• Prepare for and complete special projects throughout the year
• Consistently identify opportunities the company to improve its client service and/or operations capabilities

Requirements:

• 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking
• Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous
• Knowledge of Tamarac CRM system is advantageous
• Excellent verbal and written communication skills
• Bachelor degree

The salary is flexible dependent on experience, the range is $85-105k base plus bonus. If your profile matches the above criteria, please email me directly and add me on LinkedIn, Trishan Khareghat.