Client Relationship Associate

3 weeks ago


New York, New York, United States Robert Half - US Full time

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 special projects throughout the year
  • Consistently identify opportunities the company to improve its client service and/or operations capabilities

Requirements:

  • 3+ years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking
  • Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous
  • Knowledge of Tamarac CRM system is advantageous
  • Excellent verbal and written communication skills
  • Bachelor degree

The Client Relationship Associate role requires 3 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $80-100k base plus bonus. If your profile matches the above criteria, please email me



  • New York, New York, United States Marsh Full time

    Marsh is looking for candidates to join their team as an Associate Client Advisor - Casualty based in New York.Role Overview: Join Marsh's top-notch Power & Energy team to provide expert broking & strategy solutions for managing risk confidently. As a Client Advisor, understand clients' business priorities and risk management needs to offer knowledge and...

  • Relationship Banker

    2 weeks ago


    New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Client Advisor

    3 weeks ago


    New York, New York, United States Burberry Full time

    INTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide an...

  • Client Partner

    3 weeks ago


    New York, New York, United States Vidmob Full time

    Vidmob is the creative data company. Its scoring software and analytics have become an essential ingredient in the creative and media decisions of the world's largest marketers and agencies, as they strive to drive business results through improved creative effectiveness. As the leader in creative data, Vidmob's influence lies in its partnerships and...


  • New York, New York, United States VideoAmp Full time

    Are you someone who is eager to challenge the traditional norms common in the workplace and envision new employee experience? Do you dream about helping organizations grow and individuals realize their full potential at work and beyond?If you describe yourself as someone passionate about people, scaling tech businesses and eager to revolutionize the...

  • Client Partner

    3 weeks ago


    New York, New York, United States Vidmob Full time

    Vidmob is the creative data company. Its scoring software and analytics have become an essential ingredient in the creative and media decisions of the world's largest marketers and agencies, as they strive to drive business results through improved creative effectiveness. As the leader in creative data, Vidmob's influence lies in its partnerships and...


  • New York, New York, United States Dotdash Meredith Full time

    Associate Account Manager Job DescriptionI. Job Summary | Major goals and objectives.The Associate Account Manager will support the goals of the Partnerships Team. He or she will be responsible for helping to grow our commerce business by maintaining key client relationships, identifying new partnership opportunities, pitching, and managing paid...


  • New York, New York, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • New York, New York, United States JESSILYN PERSONNEL INC Full time

    New York Designer market contemporary line You must come out of the fashion industry to apply, and you must come out of the better to Designer Market to apply You must know the department store or Specialty store buyers to apply You must have a working relationship with the current buyers them, if you don't, please do not applyMy client is looking to pay for...


  • New York, New York, United States JESSILYN PERSONNEL INC Full time

    New York Designer market contemporary line You Must come out of the fashion industry to apply, and you must come out of the better to Designer Market, You must know the buyersMy client is looking to pay for your contact you must be able to pick up a phone and get the buyers to see the line, Please don't bother emailing me your resume if you don't have this...

  • Sales Associate

    1 month ago


    New York, New York, United States Richemont Full time

    At Cartier North America, We are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...


  • New York, New York, United States Gucci Full time

    If you are a Dream-maker, this is the place for you. Together, we will create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond.Role MissionThe Gucci Manager, Retail Client Engagement and Development for New York Fifth Avenue will affect the client experience as it will indirectly...

  • Client Advisor, SoHo

    4 weeks ago


    New York, New York, United States AMIRI Full time

    Purpose & objective:AMIRI is looking for an enthusiastic Client Advisor to join the its SoHo location The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury boutique...


  • New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • New York, New York, United States Richemont Full time

    Located in the serene setting of the Vallée de Joux, our Home of Fine Watchmaking offers a unique sense of belonging. It is here, inspired by the exceptional landscapes of the Jura Mountains, guided by an unquenchable inner fire, that La Grande Maison gets its soul. This spirit has powered the creation of more than 1,200 calibres since 1833 and made...


  • New York, New York, United States Seedtag Full time

    We are looking for a talented Client Success Manager to join our New York office and change the world of advertising together, as we are developing privacy-first context-based technology to push the boundaries of cookie-less advertising.WHO WE ARE:Seedtag is the leading Contextual Advertising Platform. Our proprietary, machine learning-based technology...