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Registered Client Services Associate

2 months ago


Midtown East, United States ASCEND HIRE INC Full time
Job DescriptionJob Description

Are you ready to embark on a unique and rewarding journey in the wealth management space? Our client, a NYC-based investment firm, is seeking an exceptional individual to join its Portfolio Management team. In this highly visible role, you will work alongside a dynamic group, including Partners, Portfolio Associates, and Research Analysts, to oversee more than $1B in managed high-net-worth client accounts, a task that requires a high level of client service skills and expertise.

Specific Responsibilities:

Provide clients with expert advice on account-related matters

Prepare client materials for account review meetings

Collaborate with the team on investment decisions

Execute trading requests with precision and attention to detail

Ensure accuracy in billing and account maintenance

Utilize technology to streamline processes and enhance team performance

·Demonstrate ownership and initiative in daily tasks and projects

What You'll Bring:

BA / BS degree in Finance, Economics or similar discipline

1-2 years of financial services industry experience (asset management preferred)

Active Series 7 & 63/66 licenses a must

Proven ability to build strong relationships with clients and colleagues

Proficiency in technology, including PMS, CRM, and Microsoft Excel

Meticulous and highly organized mind

Initiative-taking communication and critical thinking skills

Efficient performance under pressure in a fast-paced environment

Strong organizational skills and attention to detail

Intellectual curiosity and an initiative-taking mindset

What They Offer:

· Competitive base salary range of $90k-$100k (DOE) plus discretionary bonus

· A unique team structure fostering collaboration and growth

· Opportunities to leverage cutting-edge technology for enhanced performance

· A supportive environment where you’ll be challenged and empowered to drive organizational progress

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  1. Fixed Income Portfolio Analyst- (do not post this description as it isn't redacted yet)

110k-130k plus bonus

hybrid environment