Private Wealth, Client Associate

Citizens • New York, NY

3d • Onsite

About The Position

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes developing and maintaining strong relationships with high net worth clients. Lastly, he/she is responsible for client communication and education, which includes the communication of investment updates, market insights, and performance reports.

Requirements

• Candidates may be required to hold Series 7 & 66 or 63/65
• Foundational knowledge of investment and banking products
• Detail oriented and customer focused
• Professional verbal and written communication
• Prior brokerage or RIA experience

Nice To Haves

• Undergraduate degree a plus

Responsibilities

• Provide day-to-day support to Wealth Managers.
• Lead onboarding and service for new and existing clients.
• Manage client relationships, including developing and maintaining strong relationships with high net worth clients.
• Communicate investment updates, market insights, and performance reports to clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree