Wealth Client Services & Operations Associate

JCW Group; New York (NY); Presencial; USD 70 000 - 90 000; Tempo integral

Resumo da oferta

JCW Group in New York is seeking a Client Service and Operations Associate to support client service, account administration, and daily operating workflows. You will work closely with the leadership team to ensure accurate, timely processing across the practice.

You will process new accounts, transfers, cash requests, and regulatory tasks while maintaining high standards of accuracy and client service in a fast-paced environment.

Qualificações

• 4+ years of experience at a wealth management firm
• FINRA SIE, Series 7, and Series 66 licenses
• Strong written and verbal client communication skills
• Proficiency in Microsoft Office and Adobe

Responsabilidades

• Account administration: Process new account openings, incoming transfers, cashiering requests, wires, journals, checks, EFTs, RMDs, and 529 plan distributions.
• Client service support: Monitor incoming communications and handle required follow-up, including capital calls, custodian alerts, tax payments, RMDs, and securities gifting.
• Operational coverage: Back up other client service and operations associates and assist with time-sensitive requests.
• Project and compliance support: Support audits, document requests, and ad hoc operational projects.
• Document management: Maintain electronic files, client records, PDFs, and Word documents according to firm standards

Conhecimentos

Analytical thinking

Attention to detail

Client communication

Formação académica

FINRA SIE

Series 7

Series 66

Ferramentas

Salesforce

BOX

Microsoft Excel

Microsoft Word

Microsoft Outlook

Fidelity Wealthscape

Morningstar Direct

FactSet

Descrição da oferta de emprego

JCW Group in New York is seeking a Client Service and Operations Associate to support client service, account administration, and daily operating workflows. You will work closely with the leadership team to ensure accurate, timely processing across the practice.

You will process new accounts, transfers, cash requests, and regulatory tasks while maintaining high standards of accuracy and client service in a fast-paced environment.