Client Services Associate
2 weeks ago
Operations Associate
Multi-Billion Wealth Management Firm
New York City - Midtown
Overview
Established Independent RIA serving high net worth and ultra high net worth clientele seeks an Operations Associate to work closely with custodial liaisons and handle custodian related matters. This is a back office role.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Provide excellent custodial operations workflow support
- Participate in a dynamic fast-paced team environment
- Strong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm
- Coordinate with the Client Service team to implement processes
- Career track within the firm
- Competitive compensation package including benefits and bonuses
Requirements
- 1-3 years experience in Client Service or Operations, preferably within an RIA or Wealth Management firm
- Experience working with custodial platforms, preferably Fidelity
- Bachelor’s degree
- Track record of professionalism, adaptability, attention to detail, and time management
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