Client Services Associate, Investment Management

Seamless Talent; New York (NY); On-site; USD 80,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A financial services firm in Manhattan is seeking a Client Services Associate to manage client operations and communications. The role requires a Bachelor’s degree, 1–6 years of experience in the financial services or banking industry, and proficiency in Microsoft Office. Responsibilities include client interaction, coordinating account transactions, and preparing for client meetings. Competitive base pay and benefits such as medical insurance and a 401(k) are provided.

Qualifications

• 1–6 years of experience in the financial services or banking industry required.
• Strong organizational skills to prioritize multiple tasks.
• Ability to work quickly and accurately under pressure.

Responsibilities

• Serve as the main client contact for operational matters.
• Coordinate deposits and withdrawals, liaising with clients.
• Produce presentation books for client meetings.

Skills

Attention to detail

Communication skills

Proficiency in Microsoft Office

Education

Bachelor’s Degree

Tools

APX

Job description

A financial services firm in Manhattan is seeking a Client Services Associate to manage client operations and communications. The role requires a Bachelor’s degree, 1–6 years of experience in the financial services or banking industry, and proficiency in Microsoft Office. Responsibilities include client interaction, coordinating account transactions, and preparing for client meetings. Competitive base pay and benefits such as medical insurance and a 401(k) are provided.