Client Relationship Associate - Wealth Management

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 communicationContinually develop and strengthen relationships with clientsProvide timely and accurate responses to operational and administrative client inquiriesAccurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accountsManage all communication between clients and the firm’s custodiansPrepare for and complete special projects throughout the yearConsistently identify opportunities the company to improve its client service and/or operations capabilitiesRequirements:3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private bankingKnowledge of custodian systems such as Raymond James or Charles Schwab is advantageousKnowledge of Tamarac CRM system is advantageousExperience communicating directly with high-net-worth individuals via phone and emailExcellent verbal and written communication skillsBachelor degreeThe 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 $90-110k base plus bonus. If your profile matches the above criteria, please email me Trishan.Khareghat@roberthalf.com