Client Service & Investments Ops Associate - Hybrid/Remote

HireRight Global; New York (NY); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Competitive salary plus bonus potential

Medical, dental, and vision benefits

401(k) plan with employer match

Job summary

A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate in New York. This role involves managing client service requests, preparing materials for meetings, and updating client records. Applicants should have 2–3 years of relevant experience and possess a FINRA license. It's a primarily remote position with a salary range of $90-105K plus benefits.

Qualifications

• 2–3 years of client service or operations experience in Wealth Management.
• Series 7 or Series 6 FINRA license required.
• Familiar with various investment products and asset classes.

Responsibilities

• Manage daily client service requests and ensure follow-up.
• Prepare and attend client meetings; assist with onboarding new clients.
• Maintain and update client records in a paperless environment.

Skills

Client service experience

Operations experience

Proficient in Microsoft Office

Strong verbal communication skills

Tech-savvy

Tools

eMoney

Redtail CRM

Job description

A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate in New York. This role involves managing client service requests, preparing materials for meetings, and updating client records. Applicants should have 2–3 years of relevant experience and possess a FINRA license. It's a primarily remote position with a salary range of $90-105K plus benefits.