Client Services & Operations Lead - Wealth Management

Confidential Jobs; Town/Village of Harrison (NY); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance starting on day one

Paid parental leave

Flexible PTO plan

401(k) matching plan

HSA employer contributions

Student loan assistance

Job summary

A leading financial advisory firm in Harrison, New York, is seeking a Senior Client Service and Operations Associate to support operational efficiency and client service excellence. The ideal candidate will have a BA/BS degree, at least 5 years of financial services experience, and strong skills in Microsoft Excel and Salesforce. This full-time, in-office position offers competitive compensation including a base salary of $120,000-$130,000 and comprehensive benefits.

Qualifications

• Minimum 5 years of experience with financial services and/or client service.
• Strong written and verbal communication skills.
• Process-driven tasking and follow up skills.

Responsibilities

• Manage daily operations including client onboarding, account maintenance, and transaction processing.
• Field client requests and ensure compliance standards are met.
• Document and update contact information within the CRM database.

Skills

Adaptable

Agile

Team player

Clear communicator

Organized

Education

BA/BS degree in Business/Marketing/Communications or related field

Tools

Microsoft Excel

Salesforce

Job description

A leading financial advisory firm in Harrison, New York, is seeking a Senior Client Service and Operations Associate to support operational efficiency and client service excellence. The ideal candidate will have a BA/BS degree, at least 5 years of financial services experience, and strong skills in Microsoft Excel and Salesforce. This full-time, in-office position offers competitive compensation including a base salary of $120,000-$130,000 and comprehensive benefits.