Client Relations Assistant

Next Capital Management LLC; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

Next Capital Management LLC is seeking a Client Relations Assistant in New York to support client onboarding and service. The role emphasizes precise paperwork, timely responses, and strong teamwork within a client-focused environment.

The ideal candidate will handle client inquiries, maintain accurate records, and collaborate with custodians and consultants to ensure seamless service. Base salary reflects experience and location, with comprehensive benefits included.

Qualifications

• Excellent interpersonal, written and oral communication skills.
• Attention to detail and accuracy.
• Ability to prioritize and independently manage daily tasks.
• Self-direction and teamwork in a financial services environment.

Responsibilities

• Prepare all client and custodian paperwork.
• Manage workflow of onboarding new clients.
• Research, follow-up, and resolve client inquiries and problems with staff and custodians.
• Back up for other positions in the office.

Skills

Communication skills

Detail orientation

Task management

Independent work

Tools

Word

Excel

PowerPoint

Job description

We are looking for a sharp, organized, reliable, motivated professional with superior attention to detail to be a Client Relations Assistant. The Client Relations Assistant works in a team-oriented environment to deliver a seamless and integrated approach to client service for the Firm. The ideal candidate will be passionate about client service and will use communications and relationship management skills to ensure an exceptional level of client satisfaction at all times.

Duties:

• Prepare all client and custodian paperwork
• Manage workflow of onboarding new clients
• Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, account custodians, professional consultants, and other staff in a timely and professional manner.
• Back up for other positions in the office

Required:

• Proficiency with Word, Excel, PowerPoint
• Excellent interpersonal, written and oral communication skills
• Efficient in research, troubleshooting, task management, and follow up
• A focus on detail and accuracy
• Ability to prioritize and independently manage your daily tasks. Must work effectively on your own and as part of a team
• Excellent operational and organizational skills with the ability to manage complex work, be self-directed, and quickly develop a full understanding of our business
• The aptitude to learn and understand the financial services industry

Preferred:

• Minimum 1- 3 years of financial services experience
• Experience with both brokerage and advisory platforms
• Schwab and Fidelity advisor service platform experience

Full Time Position:

• Comprehensive Compensation and Benefits package. Exact compensation may vary based on skills, experience, and location
• Base Salary Range: $65,000/yr - $85,000/yr, based on experience and qualifications.