Client Service Associate

1 month ago


New York, New York, United States TalentWealth Full time

TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity.An independent RIA with over $600MM AUM based in Northville, MI is hiring a Client Service Associate to their growing team.Our client is seeking a polished and organized professional with some experience in all areas of client and advisor support to join a successful and growing wealth management firm.Complete all tasks related to the opening of new accounts, the transfer of accounts and closed account processing for the advisor's client baseMaintain all client information and account records according to our electronic archiving procedureDocument all client servicing activities on our portfolio management system according to firm procedures3+ years of experience in client service with an RIA or financial advisory practiceThis practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.



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