Senior Client Service Associate

2 weeks ago

New York, United States Norman Alex Full time

Our client is an investment advisory firm, providing a comprehensive and flexible array of investment solutions to high-net-worth individuals, family offices and institutions.

We are currently seeking a Senior Client Associate candidate, based out of our Miami office. The candidate would work primarily with advisors based in Miami and be responsible for ensuring all client needs are promptly and accurately addressed. The candidate would also serve as front office support, including welcoming clients and visitors to the office, client onboarding and responding to client inquiries and calls, as appropriate. The candidate should have strong attention to detail, be a self-starter, ambitious, and client-service focused. Specific areas of responsibility include, but are not limited to:

RESPONSIBILITIES AND DUTIES

• Work closely with the company’s Senior Advisors in the preparing marketing materials and personalized investment proposals and reports. • Serve as first point of contact to proactively manage and deliver the client experience and scope of services. • Work jointly with advisors on complex relationships, with the expectation that the candidate eventually be able to handle low complexity clients independently. • Work closely with the reporting team to generate reports, analyses, and solutions. May participate in client meetings to present reports. • Oversee and support with post-client-meeting follow ups, including assisting with onboarding documentation and client intake process. • Support Senior Advisors with coordinating and processing new private fund subscriptions. • Maintain up-to-date client data in the contact management system (CRM) for purposes of reporting, scheduling, tracking, and marketing. • Create and maintain client files, prepare client forms and reports, and assist with client correspondence as requested by the firm’s Advisors. • Work closely with firm’s financial planning and reporting team to create customized financial plan and portfolio reports tailored to the client. • Support Senior Advisors in solving complex client inquiries. • Support Senior advisors with business development, which may include but not be limited to coordinating client events and meetings. • Provide weekly and monthly portfolio reports to Senior Advisors which supports them in their oversight of client relationships, such as weekly cash positions, monthly portfolio benchmark deviations.

• Assist clients with requests related to the company’s portfolio management system, custodian portal(s) and tax forms. • Liaise with clients’ and firm’s network of business professionals, including accountants, attorneys and other specialized advisors and service partners, as needed.

QUALIFICATIONS:

• A four-year degree from a regionally accredited institution (i.e. Bachelor of Science). • Minimum 2-3 experience in the financial industry. • Excellent attention to detail and judgment, with high ethical standards. • Relationship skills and commitment to establishing long-term client relationships. • Self-motivated, highly driven, and entrepreneurial personality. • Demonstrate a high degree of organizational and follow up skills. • Excellent interpersonal and written/verbal communication skills. Demonstrated ability to articulate financial terminology effectively and clearly. • Be able to work both independently with little direction/supervision and as part of a team.

Please reply here or email to: mhubbard@normanalex.com with your resume.

Thanks and look forward to connecting.

#clientserviceassociate #csa #customerservice #privatebanker #relationshipmanager #newyorkcity #financialadvisor #sanjuan #guaynabo #puertorico #condado #nyc #newyork # longisland #hamptons #montauk #manhasset #wealthmanagement #investments #miami #florida #merrill #coralgables #sandiego #losangeles #sanfrancisco #dc #atlanta #chicago #truist #wellsfargo #houston #dallas #aventura #westpalmbeach #orlando #cfp #revenue #coralsprings #brickell #domestic #wallstreet #midtown #finanialdistrict #denver #colorado #wyoming #montana #georgia philadelphia #morganstanley #ubs #lpl #ameriprise #bolton #efg #wellsfargoadvisors #citi #jpmorgan #merrilllynch #citi #jpmorgan #bessemer #northerntrust #palmbeach #southflorida #cfp #cfa #coconutgrove #aventura #northmiamibeach #goldmansachs

  • Senior Client Service Associate

    2 days ago

    New York, United States GemHarvest Executive Recruiting Full time

    Senior Client Service AssociateBillion+ Independent Wealth Management FirmStamford, CT OverviewMulti-Billion dollar Independent RIA serving high net worth clientele seeks a Senior Client Service Associate to support Clients and Advisors by taking initiative in Client Services.The Firm provides sophisticated financial advisory and investment management...

  • Senior Client Associate

    3 days ago

    New York, United States Flagstar Bank Full time

    The Senior Client Associate provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Opens new accounts, performs maintenance and servicing to existing accounts. Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit,...

  • Associate, Client Services

    3 days ago

    New York, United States S&P Global Full time

    Associate Development Program July 2024 The Team: As a member of the Client Services team, you will serve as a product generalist for the Capital IQ and Capital IQ Pro platforms. Working as a team is essential in this role. Additionally, Client Servi Client Service, Associate, Client Support, Customer Service, Technical Support, Retail

  • Client Service Associate

    4 weeks ago

    New York, United States Vince Holding Corporation Full time

    Title Client Service Associate Salary Range The anticipated base salary range for this position is $20 to $22 hourly. Exact salary depends on several factors such as experience, skills, and budget. Salary range may vary based on geographic location. Client Service, Associate, Service, Client, Retail

  • Senior Client Service Associate

    5 days ago

    New York, United States Vestwell Full time

    Job DescriptionJob DescriptionWHO ARE WE?There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We...

  • Client Services Coordinator

    1 month ago

    York, United States Senior Helpers - York Full time

    Job DescriptionJob DescriptionSenior Helpers is the nation's premier provider of in-home senior care, and the first national in-home care company to be recognized as a GREAT PLACE TO WORK 5 YEARS IN A ROW!  Senior Helpers culture is based on strong core values, recognition of achievements, and respect!We are actively looking for a full time Client...

  • Senior Tax Associate – Private Client Services

    6 days ago

    New York, United States Andersen Full time

    Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a...

  • Client Service Associate

    6 days ago

    New York, United States Vince Holding Corp. Full time

    Title Client Service Associate Salary Range The anticipated base salary range for this position is $20 to $22 hourly. Exact salary depends on several factors such as experience, skills, and budget. Salary range may vary based on geographic location. Location New York, NY Reporting Structure The Client Service Associate reports directly to the Director...

  • Client Services Associate

    7 hours ago

    New York, United States Medicare Rights Center Full time

    The Medicare Rights Center (www.medicarerights.org) is a national, nonprofit consumer service organization that works to ensure access to affordable health care for older adults and people with disabilities through counseling and advocacy, educational programs and public policy initiatives. Medicare Rights unique blend of service, education, and advocacy...

  • Client Service Associate

    4 weeks ago

    New York, United States National Financial Partners Corporation Full time

    Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busine Client Service, Associate, Advisor, Wealth, Service, Diversity, Retail

  • Client Services Associate

    6 days ago

    New York, United States SPS North America Inc Full time

    Job DetailsLevelEntryJob LocationFCNY - New York, NYPosition TypeFull TimeSalary Range$17.00 - $17.50 HourlyJob CategoryCustomer ServiceDescriptionJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services...

  • Tax Senior Manager, Private Client Services

    1 month ago

    New York, NY, United States BDO International Full time

    Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...

  • Senior Client Service Manager

    1 month ago

    New York, United States Merkle Full time

    **Senior Client Service Manager** - All Openings Location: New York, NEW YORK. Company Description: Merkle is a leading data-driven, technology-enabled, global performance marketing agency that specializes in the delivery of unique, personalized customer experiences across platforms and devices. For more than 30 years, Fortune 1000 companies and leading...

  • Client Services Associate

    6 days ago

    New York, United States MarketAxess Full time

    About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

  • Client Services Associate

    5 days ago

    New York, United States SPS North America Inc Full time

    Job DetailsLevel Entry Job Location FCNY - New York, NY Position Type Full Time Salary Range $17.00 - $17.50 Hourly Job Category Customer Service DescriptionJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client...

  • Client Services Associate

    6 days ago

    New York, United States MarketAxess Holdings, Inc. Full time

    About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

  • Senior Associate, Fund/Client Accounting

    7 days ago

    New York, New York, United States BNY Mellon Full time

    Overview Senior Associate, Fund Accounting (Hybrid) Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as...

  • Client Service Associate

    6 days ago

    New York, United States Vestwell Full time

    WHO ARE WE?There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We believe that American workers should have...

  • Associate, Client Solutions

    6 days ago

    New York, United States GLG Full time

    The GLG Law Client Solutions Associate will work with senior members of the Client Solutions team and the Business Development team to address our law firm clients' expert witness needs. Associates are responsible for recruiting new executives and industry professionals into GLG's database of subject matter experts for specific expert witness and litigation...

  • Client Services Associate

    2 days ago

    New York, United States MarketAxess Full time

    About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...