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Robert Half Client Service Associate in NEW YORK, New York

Description

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.

Responsibilities:

•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

Requirements

Requirements:

•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.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

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.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/terms-of-use) .

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