Client Service Officer
4 weeks ago
We are seeking a highly skilled Client Service Officer to join our team at McCain Stewart, a leading investment advisory and wealth management firm.
The ideal candidate will possess exceptional client service skills, including administrative onboarding, document preparation, and communication with internal teams. They will also have a strong understanding of economic trends, capital markets, and sustainable investing.
Key responsibilities will include:
- Managing client onboarding and administrative tasks
- Drafting presentations, documents, and meeting materials
- Liaising with internal teams to support client needs
- Planning and preparing for client meetings
- Documenting and distributing meeting output
- Attending meetings and events with Relationship Managers
The successful candidate will also possess advanced MS Office skills, including PowerPoint, Word, and Excel. Experience with key tools such as Practifi, Addepar, Teams, Sharepoint, Sharefile, and Outlook is also required.
This is a hybrid role based in NYC, offering a dynamic and fast-paced work environment. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply.
Please submit your resume and cover letter to Jobs@McCainStewart.com for consideration.
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