Wealth Management Client Associate (Series 7 | Midtown NYC)

CyberCoders, Inc.; New York (NY); Sur place; USD 85 000 - 120 000; Plein temps

Avantages offerts par ce poste

Health insurance

Three weeks paid vacation

Discretionary bonus up to 35%

Résumé du poste

CyberCoders, Inc. in Midtown Manhattan seeks a licensed Client Associate to support senior Financial Advisors and ultra-high-net-worth clients. You will onboard accounts, process transfers, and manage complex documentation with precision, serving as the primary operations contact by phone and email.

You will handle time-sensitive transactions, prepare review packages, and maintain compliant CRM records while identifying workflow improvements to boost efficiency and client satisfaction.

Qualifications

• Active FINRA Series 7 or 66 licenses on day one.
• Experience in wealth management, brokerage, or financial services operations.
• Bachelor's degree or equivalent in financial services context.
• Strong written and verbal communication under pressure.

Responsabilités

• Own new account onboarding end-to-end: coordinate account openings, asset transfers, ACAT submissions, and complex documentation with accuracy and speed.
• Serve as the primary operational contact for high-net-worth clients via phone and email, resolving service requests before they reach the advisor.
• Execute time-sensitive service transactions including cash movements and beneficiary updates.
• Build and deliver client review packages: reports, portfolios, and meeting presentations.
• Manage advisor calendars, coordinate client meetings, and maintain compliant client records in the CRM.
• Identify process gaps and surface workflow improvements for team capacity and client satisfaction.

Connaissances

FINRA Series 7/66 licenses

Wealth management experience

Bachelor's degree

Strong communication

Formation

Bachelor's degree or equivalent in financial services

Outils

Salesforce

Tamarac

Orion

Description du poste

A growing Midtown Manhattan wealth management firm is hiring a licensed Client Associate to be the operational backbone for a team of senior Financial Advisors and their ultra-high-net-worth client book - a role where your licenses, precision, and client instincts directly shape the client experience from day one.

What you'll do

• Own new account onboarding end-to-end: coordinate account openings, asset transfers, ACAT submissions, and complex documentation with accuracy and speed.
• Serve as the primary operational contact for high-net-worth clients via phone and email, resolving service requests before they reach the advisor.
• Execute time-sensitive service transactions including cash movements, beneficiary updates, and account maintenance in compliance with firm and regulatory standards.
• Build and deliver client review packages: performance reports, portfolio summaries, and meeting presentations tailored to each advisor's format.
• Manage advisor calendars, coordinate client meetings, and maintain compliance-aligned client records in the CRM.
• Identify process gaps and surface workflow improvements that increase team capacity and client satisfaction.

What you need

• Active FINRA Series 7 or Series 66 (or Series 63 + 65) licenses - required on day one, no exceptions.
• Demonstrable experience in wealth management, brokerage, or financial services operations.
• Bachelor's degree or equivalent professional experience in a financial services context.
• Strong written and verbal communication skills with the discipline to manage competing priorities accurately under pressure.

Nice to have

• Familiarity with wealth management platforms such as Salesforce, Tamarac, Orion, or comparable CRM and portfolio reporting tools.
• Experience supporting advisors with ultra-high-net-worth or family office clientele.
• Background in compliance documentation or operational risk within a regulated environment.
• CFP candidacy or interest in continuing professional development in financial planning.

Pay & benefits

• Base salary: $85,000 - $120,000, depending on experience.
• Bonus: Discretionary performance bonus up to 35% of base (effective total-comp ceiling roughly $162,000 at top of range).
• Health insurance: Fully employer-paid medical coverage for the associate; family coverage options available.
• Time off: Three weeks paid vacation.
• Note: Dental and vision coverage are not currently included in the benefits package.

Location & schedule

• Office: Midtown Manhattan, New York City.