NPAworldwide
Client Service, Investment, & Operations Associate
NPAworldwide, Rye, New York, United States, 10580
Client Service, Investment & Operations Associate
Industry: Wealth Management (RIA)
Rye, NY (Westchester): Primarily Remote - 1-2 times per month in office (except for initial in-person training during the first month)
Compensation: $90k-105k 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.
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
Industry: Wealth Management (RIA)
Rye, NY (Westchester): Primarily Remote - 1-2 times per month in office (except for initial in-person training during the first month)
Compensation: $90k-105k 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.
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