Client Relationship & Wealth Admin Coordinator

711 MS Smith Barney, LLC; Village of Garden City (NY); On-site; USD 32,219 - 90,000; Full time

Job summary

711 MS Smith Barney, LLC is looking for Client Relationship Analysts in Village of Garden City. In this role, you will provide exceptional service to clients, supporting Financial Advisors and Private Wealth Advisors by building trusted relationships and assisting with daily needs.

Ideal candidates will have strong interpersonal and organizational skills, be detail-oriented, and be ready to work in a fast-paced environment. The position offers an opportunity to work closely with a dedicated team and contribute to a culture of inclusion.

Qualifications

• Willingness to obtain Series 7, Series 66 or Series 63 and Series 65 licenses.
• Detail-oriented with superior organizational skills.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Support client relationships and assist FAs/PWAs/teams daily.
• Execute money movement transactions at clients' requests.
• Manage calendars and coordinate meetings with logistics.

Skills

Exceptional writing skills

Interpersonal skills

Advanced Microsoft Office skills

Strong time management skills

Education

High School Diploma/Equivalency

College degree preferred

Job description

711 MS Smith Barney, LLC is looking for Client Relationship Analysts in Village of Garden City. In this role, you will provide exceptional service to clients, supporting Financial Advisors and Private Wealth Advisors by building trusted relationships and assisting with daily needs.

Ideal candidates will have strong interpersonal and organizational skills, be detail-oriented, and be ready to work in a fast-paced environment. The position offers an opportunity to work closely with a dedicated team and contribute to a culture of inclusion.