Client Relationship Associate - Wealth Management

Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Investment Operations experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 2/3 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 Investment Operations 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 2/3 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 add me on LinkedIn and email me directly. Trishan Khareghat