Wealth Management Client Services Associate

Social Capital Resources; New York (NY); On-site; USD 115,000 - 130,000; Full time

Job summary

A rapidly growing hedge fund in Midtown, Manhattan seeks a Wealth Management Client Services Associate to support their operations. The role involves client interaction, reporting, and managing portfolios, ideal for candidates with a Bachelor's degree and experience in a related field. This position offers competitive compensation within a dynamic environment.

Benefits

Medical Insurance

Vision Insurance

401(k)

Paid Maternity Leave

Paid Paternity Leave

Disability Insurance

Qualifications

• 3-7 years experience working at a Fund in an operations/client services capacity.

Responsibilities

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

Skills

Client Reporting

Client Services

Operations

Portfolio Management

Education

Bachelor's Degree

Job description

Wealth Management Client Services Associate

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

$115,000.00/yr - $130,000.00/yr

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

Responsibilities:

• Facing off with fund clients in a client services and operations capacity
• Client reporting
• Portfolio and client onboarding
• Portfolio operations and facing off with clients of the firm

Qualifications:

• Bachelor's Degree
• 3-7 years experience working at a Fund in an operations / client services capacity

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Investment Management

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

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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