Wealth Client Experience Specialist (Hybrid)

Talent Mappers; New York (NY); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Generous paid time off

Holidays

Hybrid work schedule

4 days in-office

Office near Grand Central Station

Job summary

Talent Mappers in New York City is seeking a Client Service Specialist to support Wealth Advisors and high-net-worth clients with account administration, communications, and operations. Located near Grand Central Station, you will be the primary service contact, coordinating onboarding, paperwork, and client communications.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, relationship-driven environment where client service excellence is essential.

Qualifications

• Bachelor's degree preferred.
• 3+ years of client service in wealth management or related field.
• Strong understanding of investment accounts and wealth management operations.
• Experience supporting Financial Advisors or Wealth Advisors preferred.
• Proficiency with CRM and MS Office.

Responsibilities

• Serve as a primary service contact for clients, responding promptly to inquiries.
• Manage account opening, maintenance, transfers, and other service transactions.
• Coordinate client onboarding and ensure compliant documentation.
• Assist advisors with meeting materials, investment reviews, and client presentations.
• Schedule client meetings and maintain advisor calendars.
• Process paperwork for account updates, money movements, and service requests.
• Maintain accurate client records in CRM and portfolio systems.
• Collaborate with custodians and operations to resolve client issues.
• Support client retention with a high-touch, personalized service.
• Ensure adherence to regulatory requirements and firm policies.

Skills

Client service

Wealth management

CRM software

Microsoft Office

Attention to detail

Communication skills

Organization

Education

Bachelor's degree

Tools

CRM systems

Wealth management platforms

Job description

Talent Mappers in New York City is seeking a Client Service Specialist to support Wealth Advisors and high-net-worth clients with account administration, communications, and operations. Located near Grand Central Station, you will be the primary service contact, coordinating onboarding, paperwork, and client communications.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, relationship-driven environment where client service excellence is essential.