Right Executive Search, LLC
Wealth Management Client Service, Investment & Operations Associate
Right Executive Search, LLC, Rye, New York, United States
Wealth Management Client Service, Investment & Operations Associate
Wealth Management Client Service, Investment & Operations Associate
Right Executive Search, LLC provided pay range
This range is provided by Right Executive Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$90,000.00/yr - $110,000.00/yr Direct message the job poster from Right Executive Search, LLC President & Managing Partner at Right Executive Search LLC *Speciality: Financial Services, Fintech…
Client Service, Investment & Operations Associate Rye, NY (Westchester): Primarily Remote – 1-2 times per month in office (except for initial in-person training during the first month) Compensation: $90-110k doe plus bonus, full benefits About the Role:
A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate to play a critical role in supporting daily operations and client interactions. This is a great opportunity for someone who is energized by client service, highly organized, true self-starter, and interested in growing with a boutique firm. Client Service, Investment & Operations Associate Key Responsibilities: · Manage daily client service requests and ensure timely follow-up · Prepare materials for client meetings, sit in on Zoom meetings and as needed in-person meetings · Monitor treasury maturities, support distributions, completion of applications and money movement requests · Support onboarding of new clients, paperwork completion, custodial coordination (ACATS) · Maintain and update client records and systems (paperless environment) · Assist with eMoney input and maintenance (financial planning software) · Coordinate with third-party money managers (no internal trading) · Help support client growth and business development initiatives · Ensure a seamless client experience and keep leadership informed of any client needs or issues Client Service, Investment & Operations Associate Requirements: · 2–3 years of client service (CSA) or operations experience in Wealth Management (RIA, family office, etc.) · Series 7 or Series 6 license · Experience with numerous investment products and asset classes (i.e. equities, fixed income, alternatives, SMAs, 401ks, etc.) · Familiarity with permanent insurance is a plus · Familiarity with holistic financial planning is a plus · Tech-savvy and comfortable with paperless systems · Proficient with MS Office including Excel, Word, and PowerPoint · Energetic, client-focused, proactive, and eager to learn · Strong verbal communication skills and professionalism · Highly organized and able to work independently · Prior experience with eMoney, Redtail CRM, or third-party asset management platforms a plus Client Service, Investment & Operations Associate Work Environment: · Initial in-person training required (first month) · After training, role is primarily remote with occasional in-office days · Supportive environment with strong team longevity · Systems and operational processes in place to support growth Why This is a Great Opportunity: · Competitive base salary and bonus potential · Medical, dental, and vision benefits with a strong employer contribution · 401(k) plan with employer match · Opportunity to work closely with senior leadership and develop hands-on experience across multiple facets of wealth management · Supportive, collaborative team with strong tenure and a culture of mentorship · Exposure to investment management, financial planning, and client relationship management · Growth opportunities as the firm continues to expand Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Customer Service and Finance Industries Financial Services, Investment Management, and Investment Advice Referrals increase your chances of interviewing at Right Executive Search, LLC by 2x Inferred from the description for this job
Medical insurance 401(k) Disability insurance Paid maternity leave Get notified about new Wealth Manager jobs in
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Wealth Management Client Service, Investment & Operations Associate
Right Executive Search, LLC provided pay range
This range is provided by Right Executive Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$90,000.00/yr - $110,000.00/yr Direct message the job poster from Right Executive Search, LLC President & Managing Partner at Right Executive Search LLC *Speciality: Financial Services, Fintech…
Client Service, Investment & Operations Associate Rye, NY (Westchester): Primarily Remote – 1-2 times per month in office (except for initial in-person training during the first month) Compensation: $90-110k doe plus bonus, full benefits About the Role:
A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate to play a critical role in supporting daily operations and client interactions. This is a great opportunity for someone who is energized by client service, highly organized, true self-starter, and interested in growing with a boutique firm. Client Service, Investment & Operations Associate Key Responsibilities: · Manage daily client service requests and ensure timely follow-up · Prepare materials for client meetings, sit in on Zoom meetings and as needed in-person meetings · Monitor treasury maturities, support distributions, completion of applications and money movement requests · Support onboarding of new clients, paperwork completion, custodial coordination (ACATS) · Maintain and update client records and systems (paperless environment) · Assist with eMoney input and maintenance (financial planning software) · Coordinate with third-party money managers (no internal trading) · Help support client growth and business development initiatives · Ensure a seamless client experience and keep leadership informed of any client needs or issues Client Service, Investment & Operations Associate Requirements: · 2–3 years of client service (CSA) or operations experience in Wealth Management (RIA, family office, etc.) · Series 7 or Series 6 license · Experience with numerous investment products and asset classes (i.e. equities, fixed income, alternatives, SMAs, 401ks, etc.) · Familiarity with permanent insurance is a plus · Familiarity with holistic financial planning is a plus · Tech-savvy and comfortable with paperless systems · Proficient with MS Office including Excel, Word, and PowerPoint · Energetic, client-focused, proactive, and eager to learn · Strong verbal communication skills and professionalism · Highly organized and able to work independently · Prior experience with eMoney, Redtail CRM, or third-party asset management platforms a plus Client Service, Investment & Operations Associate Work Environment: · Initial in-person training required (first month) · After training, role is primarily remote with occasional in-office days · Supportive environment with strong team longevity · Systems and operational processes in place to support growth Why This is a Great Opportunity: · Competitive base salary and bonus potential · Medical, dental, and vision benefits with a strong employer contribution · 401(k) plan with employer match · Opportunity to work closely with senior leadership and develop hands-on experience across multiple facets of wealth management · Supportive, collaborative team with strong tenure and a culture of mentorship · Exposure to investment management, financial planning, and client relationship management · Growth opportunities as the firm continues to expand Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Customer Service and Finance Industries Financial Services, Investment Management, and Investment Advice Referrals increase your chances of interviewing at Right Executive Search, LLC by 2x Inferred from the description for this job
Medical insurance 401(k) Disability insurance Paid maternity leave Get notified about new Wealth Manager jobs in
Rye, NY . New York City Metropolitan Area 3 weeks ago Manhattan, NY $34,500.00-$125,000.00 12 hours ago New York City Metropolitan Area $90,000.00-$120,000.00 2 weeks ago Stamford, CT $115,000.00-$200,000.00 2 weeks ago Purchase, NY $120,000.00-$200,000.00 2 weeks ago New York City Metropolitan Area $200,000.00-$500,000.00 6 days ago J.P. Morgan Wealth Management - Private Client Advisor - Yorktown Heights, NY
Associate Convertible & Equity Derivatives Advisory
New York City Metropolitan Area $100,000.00-$125,000.00 1 week ago New York City Metropolitan Area $200,000.00-$250,000.00 4 days ago Citi Wealth - Wealth Relationship Manager - Woodside / Northern Blvd
Queens, NY $88,400.00-$132,600.00 5 days ago New York City Metropolitan Area 1 week ago New York City Metropolitan Area $75,000.00-$85,000.00 1 week ago Fairfield County, CT $185,000.00-$230,000.00 2 weeks ago New York City Metropolitan Area $50,000.00-$500,000.00 3 days ago High Net-worth Wealth Advisor (New York City)
New York City Metropolitan Area $125,000.00-$175,000.00 5 days ago Manhattan, NY $34,500.00-$125,000.00 2 months ago Westport, CT $76,000.00-$111,000.00 5 days ago Wealth Management Advisor - Greenwich, CT
Citi Wealth - Wealth Relationship Manager - Huntington Village
Huntington, NY $88,400.00-$132,600.00 4 days ago New York City Metropolitan Area $150,000.00-$225,000.00 2 weeks ago Executive Advisor for Finance and Structuring
New York City Metropolitan Area $50,000.00-$300,000.00 1 week ago New York City Metropolitan Area $200,000.00-$280,000.00 3 weeks ago New York City Metropolitan Area $120,000.00-$160,000.00 2 weeks ago High Net-Worth Wealth Advisor (Stamford)
Stamford, CT $125,000.00-$175,000.00 5 days ago New York City Metropolitan Area $180,000.00-$200,000.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr