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Client Services Associate

2 months ago

New York, New York, United States Coda Search│Staffing Full time
Client Services Associate

Coda Search│Staffing is seeking a skilled Client Services Associate to join our team. This role will focus on building and maintaining relationships with private wealth clients, working closely with regional sales leaders and internal specialists.

Responsibilities:
  • Partner with regional sales leaders to develop and execute client engagement strategies
  • Maintain a high level of contact with clients and prospects, providing subject matter expertise and building trust
  • Cultivate relationships with financial advisors through targeted outreach and follow-up efforts
Requirements:
  • Bachelor's degree in a relevant field
  • 7 & 63 licensed
  • Strong communication and interpersonal skills

This is a hybrid role, with 4 days per week spent in our Midtown office. If you are a motivated and detail-oriented professional looking to build a career in client services, we encourage you to apply.