Investment Client Services & Operations Associate

Gilder Gagnon Howe & Co. LLC; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

A prominent investment advisory firm in New York is seeking a detail-oriented Registered Sales Assistant. This role involves fostering client relationships, overseeing account management, and facilitating efficient communication between clients and portfolio managers. The ideal candidate will require a Series 7 license and possess strong organizational and customer service skills. With a salary range of $70,000 to $100,000, this position offers an opportunity to engage in high-level financial strategy and client management in a fast-paced environment.

Qualifications

• Series 7 license is required.
• Series 63 license to be obtained within 6 months of hire.
• Experience with Salesforce & Wealthscape is a plus.

Responsibilities

• Foster strong client partnerships through excellent service.
• Maintain confidentiality of client and company information.
• Drive cross-functional projects and manage client data.

Skills

Customer service skills

Organizational skills

Knowledge of equities trading

Proficiency in Microsoft Office Suite

Experience with Salesforce & Wealthscape

Education

Series 7 license

Series 63 license

Job description

A prominent investment advisory firm in New York is seeking a detail-oriented Registered Sales Assistant. This role involves fostering client relationships, overseeing account management, and facilitating efficient communication between clients and portfolio managers. The ideal candidate will require a Series 7 license and possess strong organizational and customer service skills. With a salary range of $70,000 to $100,000, this position offers an opportunity to engage in high-level financial strategy and client management in a fast-paced environment.