Client Services Associate
GemHarvest Executive Recruiting - new york city, NY
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Operations AssociateMulti-Billion Wealth Management FirmNew York City - MidtownOverviewEstablished Independent RIA serving high net worth and ultra high net worth clientele seeks an Operations Associate to work closely with custodial liaisons and handle custodian related matters. This is a back office role.The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.HighlightsProvide excellent custodial operations workflow supportParticipate in a dynamic fast-paced team environmentStrong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm Coordinate with the Client Service team to implement processesCareer track within the firmCompetitive compensation package including benefits and bonusesRequirements1-3 years experience in Client Service or Operations, preferably within an RIA or Wealth Management firmExperience working with custodial platforms, preferably FidelityBachelor's degreeTrack record of professionalism, adaptability, attention to detail, and time management
Created: 2024-09-26