Wealth Management Client Associate | Service & Operations

KDS Strategic Search Group; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

KDS Strategic Search Group is seeking an experienced Registered Client Service Associate (Senior level) to join an established Wealth Management team at a leading global financial services firm. You will support Financial Advisors and their clients through personalized service, account onboarding, and day-to-day account management.

The ideal candidate is a polished communicator who takes ownership of requests, follows through consistently, and enjoys hands-on client service and operational work

Qualifications

• 3–5 years of relevant Client Associate or wealth management client service experience; more experienced candidates will be considered.
• Experience with account opening, documentation, maintenance, transfers and transaction processing.
• Polished communication and professional client presence.
• Strong organizational skills and attention to detail with reliable follow-through.
• Ability to work independently and take initiative through completion.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Provide responsive, professional support to clients and Financial Advisors.
• Take ownership of client requests from initial inquiry through resolution.
• Prepare materials and account information for client meetings and portfolio reviews.
• Provide securities quotes and process authorized transactions in accordance with firm policies.
• Anticipate service needs and proactively address outstanding items.
• Maintain accurate documentation and follow established compliance procedures.

Skills

Client service

Communication

Organization

Follow-through

Education

Bachelor’s degree or equivalent experience

Tools

Series 7

Series 66

Series 63

Series 65

Job description

KDS Strategic Search Group is seeking an experienced Registered Client Service Associate (Senior level) to join an established Wealth Management team at a leading global financial services firm. You will support Financial Advisors and their clients through personalized service, account onboarding, and day-to-day account management.

The ideal candidate is a polished communicator who takes ownership of requests, follows through consistently, and enjoys hands-on client service and operational work