Client Relationship Associate - Wealth Management

Description
Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office.
Responsibilities:

+ Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication

+ Continually develop and strengthen relationships with clients

+ Provide timely and accurate responses to operational and administrative client inquiries

+ Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts

+ Manage all communication between clients and the firm’s custodians

+ Prepare for and complete ...

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