Our client is a successful wealth management firm seeking an experienced Client Service Associate for their firm in New York, NY. Qualified candidates must demonstrate experience with HNW Client Services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with operations background and “white glove” client relationship experience are highly preferred.   This position is open to Remote candidates.

Qualifications: 

Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fidelity custodial platform is preferred.

Responsibilities:

• Engage and promptly addressing HNW client requests with “concierge role” 

• Open new accounts, process client money movement requests 

• Support operations manager with account requests, back-office support, preparing reports and special projects 

• Support data gathering and planning requests for financial planner as needed 

• Office team back up for administrative support, answering phones, follow up requests 

• Flexibility to support team in operations, client servicing and planning

• Thoroughly document daily activity, follow up items and notes in CRM 

• Fidelity custodian liaison for back-office processing requests 

Preferred Skills:

• Excellent phone and Client Service skills 

• Strong organization and management skills 

• Ability to be accountable and finish tasks with little supervision 

• Quick thinker, ability to make decisions and judgment calls independently 

• Excellent attention to detail 

• 5 Years of Experience in Financial Services 

• Proficient in Microsoft Office applications - Excel, Word, PowerPoint, Publisher 

• Strong computer skills in Excel, Microsoft Office Suite, and Junxure 

Required Education:

• Bachelor’s Degree 

Job Type and Benefits:

• Full-time 

• Health, Vision and Dental

• Parking included (if applicable)

Job Type: Full-time 

Salary: $75k – $95k Depending on experience 

About Us 

Advisor Business Solutions provides staffing, strategic marketing, and training services for financial services, government, and corporations nationwide. Our 20 year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.

Full Time

Business Services

$64k-83k (estimate)

04/22/2024

06/21/2024