Coda Search│Staffing | Client Services Analyst -...

Our client, a boutique wealth manager in Westchester, is looking to add a Client ServicesOperations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects.The ideal candidate will have 1-3 years experience in a client servicesoperations function, and excellent attention to detailcommunication skills.Requirements: BABS degreeWillingness to pursue and obtain the following professional designations FINRA Series 766Strong analytical skills with high attention to detail and accuracyExcellent Excel, Outlook, Word, & Salesforce skills

Created: 2025-01-11