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- TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity.
- An independent RIA with over $600MM AUM based in Northville, MI is hiring a Client Service Associate to their growing team.
- Our client is seeking a polished and organized professional with some experience in all areas of client and advisor support to join a successful and growing wealth management firm.
- Complete all tasks related to the opening of new accounts, the transfer of accounts and closed account processing for the advisor's client base
- Maintain all client information and account records according to our electronic archiving procedure
- Document all client servicing activities on our portfolio management system according to firm procedures
- 3+ years of experience in client service with an RIA or financial advisory practice
- This practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.
Client Service Associate - New York, United States - TalentWealth
