Want to align yourself with one of the most respected names in wealth management?
We are recruiting for an established ultra-high-net-worth advisory group within one of the world's leading financial institutions, backed by an award-winning wealth management platform. This is an opportunity to join a highly regarded team, work directly with sophisticated clients, and build your career alongside experienced Financial Advisors.
If you're an experienced, fully licensed Client Associate looking to take the next step in your career, this is an opportunity worth exploring.
Title: Client Associate
We are seeking an experienced Client Associate to support Financial Advisors and high-net-worth clients within a leading wealth management environment.
This is a hands-on, client-facing role for someone who already understands the day-to-day responsibilities of supporting a wealth management practice and can step in with minimal ramp-up.
Responsibilities
- Manage new account opening, onboarding and ongoing account maintenance
- Communicate directly with clients regarding documentation, follow-ups, rollovers, money movement and account-related requests
- Support Financial Advisors with day-to-day client service and operational needs
- Prepare for portfolio reviews and client meetings
- Coordinate with internal operations, compliance and other business groups
- Handle client inquiries professionally and take ownership of issues through resolution
- Participate directly in client calls and Zoom meetings as appropriate
Ideal Background
- Approximately 2–5 years of Client Associate or comparable wealth management experience
- Currently licensed with Series 7 and 66, or Series 7, 63 and 65
- Strong understanding of account opening and the client onboarding process
- Comfortable interacting directly with sophisticated clients
- Polished, articulate and professional in person, by phone and on video
- Self-starter who can work independently in a fast-paced environment
- Strong attention to detail and follow-through
Client Associate in New York City Metropolitan Area at KDS Strategic Search Group
This position is listed as full time and onsite. It was posted 5 days ago.