Wealth Management Client Services Associate

Social Capital Resources; New York (NY); On-site; USD 105,000 - 125,000; Full time

Job summary

A rapidly growing hedge fund in Midtown Manhattan is seeking a Wealth Management Client Services Associate. This role involves supporting the Wealth Management and RIA Business through client interaction, reporting, and onboarding. Ideal candidates will have a Bachelor's Degree and 3-7 years of relevant experience.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity and paternity leave

Disability insurance

Qualifications

• Bachelor's Degree required.
• 3-7 years of experience in operations or client services at a Fund.

Responsibilities

• Interacting with fund clients in a client services and operations capacity.
• Client reporting.
• Portfolio and client onboarding.
• Portfolio operations and client engagement.

Education

Bachelor's Degree

Job description

Wealth Management Client Services Associate

Social Capital Resources provided pay range:

This range is provided by Social Capital Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$105,000.00/yr - $125,000.00/yr

Position Overview

Rapidly Growing Hedge Fund in Midtown, Manhattan is seeking a Client Services & Operations Associate to support their Wealth Management & RIA Business!

Responsibilities:

1. Interacting with fund clients in a client services and operations capacity
2. Client reporting
3. Portfolio and client onboarding
4. Portfolio operations and client engagement

Qualifications:

1. Bachelor's Degree
2. 3-7 years of experience working at a Fund in operations or client services

Additional Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance
• Industry: Investment Management

Referrals can increase your chances of interviewing at Social Capital Resources by 2x.

Benefits include:

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity and paternity leave
• Disability insurance

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