Wealth Management Client Services Associate

Gainor Staffing; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Gainor Staffing is seeking an experienced Financial Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration.

The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have knowledge of trading and compliance. The salary range is $70,000 – 110,000 annually based on experience.

Qualifications

• Experience in wealth management support role.
• Exceptional client service and communication skills.
• Ability to maintain accurate documentation.

Responsibilities

• Deliver high-touch service experience to clients.
• Coordinate with portfolio managers and traders.
• Maintain accurate client records and compliance information.

Skills

Experience as a Registered Sales Assistant

Strong client service skills

Proficient with Microsoft Office

Knowledge of equities trading

Education

Series 7 required

Series 63 required or obtainable within 6 months

Tools

Salesforce

Wealthscape

Job description

Gainor Staffing is seeking an experienced Financial Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration.

The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have knowledge of trading and compliance. The salary range is $70,000 – 110,000 annually based on experience.