Client Relationship Associate - Wealth Management

$80,000 - $100,000/Yr

Robert Half - New York, NY

Full-time - Mid Level

Hybrid - New York, NY

Administrative and Support Services

About the position

The Client Relationship Associate role at a growing Registered Investment Advisor in midtown Manhattan focuses on supporting Wealth Advisors in servicing client needs. This hybrid position requires strong relationship management skills and experience in investment advisory or wealth management, with a commitment to enhancing client service and operational capabilities.

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 for 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

Benefits

• Flexible salary based on experience
• Bonus opportunities