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 Client Relationship Associate role requires 3 days per week in the midtown Manhattan 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 flexible dependent on experience, the range is $80-100k base plus bonus. If your profile matches the above criteria, please email me ...@roberthalf.com