Junior Wealth Associate – Client Service & Data Ops

Collyde; New York (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

Collyde, based in New York, seeks an entry-level Multi-Family Office Associate to support operations in wealth management. You will engage with clients, assist with reporting, data entry, and onboarding with senior guidance, while learning regulatory and compliance procedures.

Ideal candidates have a Finance or Business degree, strong communication, detail orientation, and proficiency in Excel. This role offers exposure to industry software and a growth-focused team.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• Strong attention to detail and a willingness to learn.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office, particularly Excel.
• Interest in wealth management and eagerness to contribute to a dynamic team.

Responsibilities

• Client servicing & support: address client inquiries and provide exceptional service.
• Reporting: generate and analyze client reports; help improve reporting processes.
• Data entry: maintain client records and databases; learn industry software.
• Capital calls: support processing under guidance.
• Subscription documents: complete documentation accurately.
• Billing: assist with billing procedures and invoicing.
• Request management (Wealthscape / Addepar): gain hands-on experience with industry software.
• Account opening, onboarding & maintenance: support onboarding with senior guidance; learn regulatory procedures.

Skills

Attention to detail

Communication skills

Excel

Financial services enthusiasm

Education

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Tools

Wealthscape

Addepar

Job description

Collyde, based in New York, seeks an entry-level Multi-Family Office Associate to support operations in wealth management. You will engage with clients, assist with reporting, data entry, and onboarding with senior guidance, while learning regulatory and compliance procedures.

Ideal candidates have a Finance or Business degree, strong communication, detail orientation, and proficiency in Excel. This role offers exposure to industry software and a growth-focused team.