Client Service Administrator - Wealth Management
Job Posting for Client Service Administrator - Wealth Management at Robert Half
Robert Half Financial Services are currently recruiting for a Client Service Administrator role, at a boutique Registered Investment Advisor based in midtown Manhattan New York. Our client requires 1 years’ Client Services experience within investment advisory, wealth management or private banking. This role supports client relationships through interactions, communications, and maintaining client accounts. The role initially requires 5 days per week in the midtown office for training, but will eventually go down to 4 days per week.Responsibilities:• Onboarding and maintaining client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions, and handling estate needs • Confirm authorization and authenticate clients when processing requests, while adhering to regulatory and internal guidelines• Perform administrative duties that support the client service team in daily business practices, including but not limited to, telephone coverage, coordination of client meetings, and calendar maintenance • Collaborate with internal teams to address and resolve client issues or concerns• Work with outside advisors to facilitate client account maintenance and transactions• Maintain up-to-date knowledge of industry regulations and compliance standards affecting client service operations• Prepare client reports and other materials for client meetings• Review and take appropriate action on client account alerts• Work closely with operations and compliance teams to ensure adherence to all relevant policies and procedures• Generate and maintain accurate records of client interactions and transactions• Assist in troubleshooting client web login, ad-hoc reporting, and team projects
Hourly Wage Estimation for Client Service Administrator - Wealth Management in New York, NY
$37.04 to $48.42
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