Private Wealth Client Services Associate - Wealth Manager in Westchester
📋 Role Overview & Responsibilities
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects.
The ideal candidate will have 2-10 years experience in a client services/operations function, and excellent attention to detail/communication skills.
Requirements: BA/BS degreeWillingness to pursue and obtain the following professional designations FINRA Series 7/66Strong analytical skills with high attention to detail and accuracyExcellent Excel, Outlook, Word, & Salesforce skills
Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Westchester County, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
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