Robert Half Client Service Associate in NEW YORK, New York
Robert Half Financial Services are recruiting for a Client Service Associate role within a Wealth Manager based in midtown Manhattan, New York. Our client requires at least 2 to 5+ years’ of client services or investment operations experience at a wealth management, private banking or custodian firm. This role is initially remote however will eventually be based out of the midtown Manhattan New York office
Key responsibilities for this Client Service Associate role include processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information within Portfolio Management Software for reporting.
•Handle client/account queries and requests, set up custodial accounts, assist client in completing firm and custodian paperwork as needed
•Portfolio cash management – process recurring and ad hoc cash and security transfer requests
•Support investment team as needed – Initiation of trades with various managers and custodians and general support of portfolio and investment strategies
•Manage client information within Portfolio Management and Accounting Software - Reviewing client transactions, activities and alternative investment valuations
•Coordinate monthly client statements and quarterly management fees
•Interaction with all levels of management in the firm regarding client accounts
•2 to 5+ years of client services or investment operations experience at a wealth management, private banking or custodian firm
•Knowledge of portfolio administration and custodial interfaces
•Experience working with private, high net-worth clients and/or institutional clients
•Bachelor’s Degree in Business, Finance or related field
•Proficiency in MS Word, Excel, Outlook, CRM software
•Proficiency in Portfolio Management Software such as Advent APX
This Client Service Associate role is initially remote however will eventually be based out of the midtown Manhattan New York 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, but the initial range is $75-$90k base plus discretionary bonus. If your profile matches the above criteria, please email me directly and add me on linkedin Trishan Khareghat
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.