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    Private Wealth Client Services Associate - New York, United States - Coda Search│Staffing

    Coda Search│Staffing
    Coda Search│Staffing New York, United States

    Found in: Appcast Linkedin GBL C2 - 4 days ago

    Default job background
    Description

    Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations 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 2-10 years experience in a client services/operations function, and excellent attention to detail/communication skills.

    Requirements:

    • BA/BS degree
    • Willingness to pursue and obtain the following professional designations FINRA Series 7/66
    • Strong analytical skills with high attention to detail and accuracy
    • Excellent Excel, Outlook, Word, & Salesforce skills
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