Client Services Associate — Hybrid (Wealth Management)

BBR Partners; New York (NY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Health, dental, and vision insurance

401K plan

Flexible time off

Gym reimbursement

New office space with perks

Job summary

A financial services firm is seeking a Client Service Associate in New York. The ideal candidate will deliver exceptional client service, manage transfers, and support portfolio management activities. They will need relevant experience, strong organizational skills, and a collaborative attitude. This role offers a competitive salary, comprehensive benefits including health insurance and a 401K plan, and opportunities for career development with a hybrid work environment.

Qualifications

• 1-3 years of relevant work experience in client services.
• Ability to prioritize and manage multiple tasks successfully.
• Excellent communication skills for client interactions.

Responsibilities

• Act as a liaison between clients and the team to troubleshoot issues.
• Manage cash and security transfers as well as prepare tax reports.
• Coordinate monthly client statements and quarterly fees.

Skills

Client first attitude

Portfolio administration knowledge

Proficiency in MS Office

Multi-tasking abilities

Experience with high net-worth clients

Education

Post-undergraduate experience

Tools

Portfolio Management Software

CRM software

Job description

A financial services firm is seeking a Client Service Associate in New York. The ideal candidate will deliver exceptional client service, manage transfers, and support portfolio management activities. They will need relevant experience, strong organizational skills, and a collaborative attitude. This role offers a competitive salary, comprehensive benefits including health insurance and a 401K plan, and opportunities for career development with a hybrid work environment.