Senior Client Relationship Associate – Wealth Management

Lido Advisors, LLC; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work environment

Support for personal and professional growth

Job summary

A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid work environment promoting professional growth. The position requires 3 years of experience and Series 65 or 66 certification. Strong detail orientation, communication skills, and proficiency in Excel are essential.

Qualifications

• Minimum of 3 years serving wealth management clients or relevant industry experience.
• Series 65 or 66 required or must be attained as specified by manager.
• Ability to adapt to a fast-paced business environment.

Responsibilities

• Cultivate and enhance relationships with clients.
• Prepare for client meetings by collecting information and creating materials.
• Coordinate deployment of investments for client allocations.

Skills

Client service skills

Attention to detail

Organizational skills

Interpersonal skills

Self-starter

Tools

Excel

Salesforce

PowerPoint

Outlook

Word

Job description

A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid work environment promoting professional growth. The position requires 3 years of experience and Series 65 or 66 certification. Strong detail orientation, communication skills, and proficiency in Excel are essential.