Client Service Associate
$35,360–$90,000 year
On-siteNew York, United States
Job Summary
Support Financial Advisor(s) and Private Wealth Advisor(s) teams by executing money movement transactions, answering non-investment account questions, and cultivating client relationships. Manage inbound and outbound calls, coordinate meetings with logistics, and maintain travel itineraries and expense reports. Assist with clerical tasks including profile information entry, document pre-filling, copying, filing, and scanning. This role requires a high school diploma with a college degree preferred and familiarity with digital tools like MSOnline and eSign. Candidates must be detail-oriented with advanced Microsoft Office skills and a strong client-first mindset. Base pay ranges from $35,360 to $90,000 annually, with potential for commission and bonuses.
Required Qualifications
- High School Diploma/Equivalency
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Detail orientated with superior organizational skills and ability to prioritize
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Desired Qualifications
- College degree preferred
- Industry experience is a plus
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