Client Relationship Associate - Wealth Management

$85,000 - $105,000/Yr

Robert Half - New York, NY

Full-time - Mid Level

Hybrid - New York, NY

10,001+ employees

Administrative and Support Services

About the position

The Client Relationship Associate role at Robert Half is designed for individuals with experience in wealth management, investment advisory, or private banking. This position involves supporting Wealth Advisors in servicing client needs, enhancing client relationships, and managing operational inquiries. The role is hybrid, requiring three days a week in the midtown Manhattan office, and offers a competitive salary range of $85,000 to $105,000, plus bonuses.

Responsibilities

• Assist 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's degree.

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Vision insurance