Client Services Associate
jcw groupYonkers (NY)
Client Services Associate
Posted 23 days ago
jcw groupYonkers (NY)
SENIORITY
Junior
About the role
Overview:
A wealth management firm is seeking a Client Service and Operations Associate to support client service, account administration, and daily operating workflows. You will work closely with the leadership team and be responsible for accurate, timely support across the practice.
Responsibilities:
Account administration: Process new account openings, incoming transfers, cashiering requests, wires, journals, checks, EFTs, RMDs, and 529 plan distributions.
Client service support: Monitor incoming communications and handle required follow-up, including capital calls, custodian alerts, tax payments, RMDs, and securities gifting.
Operational coverage: Back up other client service and operations associates and assist with time-sensitive requests.
Project and compliance support: Support audits, document requests, and ad hoc operational projects.
Document management: Maintain electronic files, client records, PDFs, and Word documents according to firm standards.
Systems and Tools
Microsoft Excel, Word, and Outlook:
Salesforce (contact management, notes, tasks)BOX (document filing and archiving) Adobe
Requirements:
- BA/BS degree 4+ years of experience at a wealth management firmFINRA SIE, Series 7, and Series 66 licenses
- Strong analytical skills and attention to detail
- Ability to prioritize, meet deadlines, and work under pressure
- Strong written and verbal client communication skills
- Ability to manage multiple objectives independently
- Proficiency in Microsoft Office and Adobe
- PreferredExperience with Fidelity Wealthscape, Morningstar Direct, and FactSet
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.