Client Relationship Associate

4 days ago


New York, United States Robert Half Full time
Job DescriptionJob Description

Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office.

 

Responsibilities:

  • Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication
  • Continually develop and strengthen relationships with clients
  • Provide timely and accurate responses to operational and administrative client inquiries
  • Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
  • Manage all communication between clients and the firm’s custodians
  • Prepare for and complete special projects throughout the year
  • Consistently identify opportunities the company to improve its client service and/or operations capabilities


Requirements:

  • 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking
  • Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous
  • Knowledge of Tamarac CRM system is advantageous
  • Excellent verbal and written communication skills
  • Bachelor degree


The Client Relationship Associate role requires 3 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $85-105k base plus bonus. If your profile matches the above criteria, please email me directly and add me on LinkedIn, Trishan Khareghat.



  • New York, United States TD Bank N.A Full time

    A Relationship Manager Associate (RMA) within the Global Institutional Relationship Management team supports all aspects of the client servicing effort and is a key member of TD Epochs Relationship Management team. The role includes an understanding Relationship Associate, Client Relations, Relationship Manager, Relationship, Associate, Support, Business...


  • New York, New York, United States Capital Group Full time

    About the Role:We are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group. As a key member of our team, you will provide administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide.Key Responsibilities:Assist financial advisors in managing client relationships and expanding...


  • New York, New York, United States iCapital Full time

    About the RoleiCapital is seeking a Relationship Manager Associate to join our International Client Solutions team with a focus on Latin America. This individual will contribute to the development of new and existing prospects and relationships to support the growth and execution of our Latin American business.The role will focus on maintaining and expanding...


  • New York, New York, United States Bank of America Full time

    Job Description:This role is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.Key responsibilities include partnering with the market leadership team, Market Executives, Resident...


  • New York, New York, United States Capital Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group. As a key member of our team, you will play a critical role in building and maintaining strong relationships with our high-net-worth clients, trusts, foundations, and endowments nationwide.Key ResponsibilitiesProvide administrative support to our...


  • New York, United States Capital Group Companies Full time

    I can succeed as a Client Relationship Specialist at Capital Group. As one of our Client Relationship Specialists, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endo Relationship Specialist, Client Relations, Relationship, Specialist, Wealth Advisor, Business Services


  • New York, New York, United States WTW inc. Full time

    Job SummaryThe Client Advocate role at WTW Inc. is a critical position that supports client relationship and strategy at the insurance program level. This role works in conjunction with a Senior Relationship Manager on complex and middle market accounts to provide coordinated service and placement to meet the client's insurance and risk management needs.Key...


  • New York, New York, United States AXA XL Ltd Full time

    Client Relationship LeaderAXA XL Ltd is seeking a seasoned Client Relationship Leader to join our team. As a key member of our client-facing team, you will be responsible for nurturing and cultivating long-term relationships with strategic accounts, leveraging your deep understanding of the market and our internal networks to deliver exceptional value to our...


  • New York, New York, United States Capital Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group.As a Client Relationship Specialist, you will play a critical role in supporting our Private Wealth Advisors in managing client relationships and expanding their business.Key ResponsibilitiesProvide administrative support to our high-net-worth...


  • New York, New York, United States Guardian Life Insurance Company Full time

    Job SummaryWe are seeking a highly skilled Client Executive to join our team at Guardian Life Insurance Company. As a Client Executive, you will be responsible for managing complex client relationships, driving business growth, and delivering exceptional customer service.Key ResponsibilitiesManage client relationships to ensure high levels of satisfaction...


  • New York, New York, United States Guardian Life Insurance Company Full time

    Job DescriptionWe are seeking a highly skilled Client Executive to join our team at Guardian Life Insurance Company. As a Client Executive, you will be responsible for managing sophisticated client accounts, ensuring client satisfaction, and driving business growth.Key Responsibilities:Manage client relationships and develop strategic plans to achieve...


  • New York, New York, United States Grant Thornton Full time

    Client Relationship ExecutiveGrant Thornton is seeking a seasoned Client Relationship Executive to join our team in New York, NY. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining relationships with existing clients, and driving revenue growth.Key...


  • New York, New York, United States Apparatus Studio Full time

    Job Title: Client ManagerApparatus Studio is seeking a highly skilled Client Manager to join our team in New York. As a Client Manager, you will be responsible for managing and cultivating relationships with interior designers, architects, and other key stakeholders in the luxury design industry.Key Responsibilities:Develop and maintain strong relationships...


  • New York, New York, United States Capital Group Full time

    We are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group.As a Client Relationship Specialist, you will provide administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide.You will work closely with our Private Wealth Advisors to support their business plan, expand existing...


  • New York, New York, United States Bank of America Full time

    Job Title: Relationship ManagerJob Summary:We are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Financial Advisor team, you will play a critical role in developing and enhancing existing client relationships.Key Responsibilities:Serve as a key point of contact for clients on non-administrative requests and...


  • New York, New York, United States Capital Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group.Key Responsibilities:Provide administrative support to our Private Wealth Advisors, assisting with business planning, relationship building, and client management.Work closely with our team to expand existing relationships and build new ones,...


  • New York, United States DGA Security Full time

    DGA Security is looking for an experienced Client Relationship Manager to join our Account Management team. If you are looking to for a company that will offer you the extensive training required to make an impact in our business, please read on. As a member of our Account Management Team, you will support our existing clients through best-in-class customer...


  • New York, New York, United States TD Bank Group Full time

    Job Title: Associate Private Client Relationship ManagerThe Associate Private Client Relationship Manager is a key role in our Private Client Services team, responsible for delivering exceptional client experiences and driving business growth. As a trusted advisor, you will work closely with high net worth clients to understand their complex needs and...


  • New York, New York, United States Bank of America Full time

    Job SummaryThis role is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.Key ResponsibilitiesPartner with the market leadership team, Market Executives, Resident Directors, Financial...


  • New York, New York, United States DGA SECURITY SYSTEMS INC Full time

    Job DescriptionWe are seeking a skilled Client Relationship Manager to support our existing clients through best-in-class customer service. As a member of our Account Management Team, you will engage with high-end/high-risk clients, including luxury retail, property management, art galleries, and hospitality, to further their knowledge of our company and...