Client Service Associate
1 week ago
Ritholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City, with a presence across the country. We're a cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment.
Job SummaryWe're looking for a Client Service Associate to join our team. As a Client Service Associate, you will be responsible for cultivating and enhancing new and existing client relationships through active communication, processing client requests, resolving inquiries, and providing guidance.
Key Responsibilities- Cultivate and enhance new and existing client relationships through active communication and guidance
- Process client requests, resolve inquiries, and provide support
- Coordinate the client onboarding process, including opening brokerage accounts and setting up online reporting access
- Complete miscellaneous administrative tasks that support the client relationship
- Participate in special projects or assignments as needed to solve complex issues
- 1+ year of experience in client service or a related field
- Experience working with major custodians, such as Fidelity and Charles Schwab
- Strong computer skills, including Salesforce and Microsoft Office Suite
- Bachelor's or associate's degree preferred
- Great company culture
- Embracing diversity and inclusion
- Remote work options
- Comprehensive benefits package
- 401(k) with match
- Generous time off
- Paid parental leave
- Support for community volunteering
Ritholtz Wealth Management is a fast-growing wealth management firm with a strong presence in the industry. We're committed to providing better client outcomes through leading content, communication, technology solutions, and time-tested investment strategies.
How to ApplyIf you're a motivated and career-oriented individual looking for a challenging and rewarding role, please submit your application. We look forward to hearing from you
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