Client Advisory Associate

A successful Client Advisory Associate should have: 2 years prior advisory or client services experience. Help organize advisory workflows so client requests receive consistent attention.

• Oversee client portfolio activity
• Work cross-functionally with operations to support onboarding
• Address client requests and maintain timely communication.
• Prepare clear materials and information for client meetings and follow-up activities.
• Maintain accurate client records and documentation to support advisory work.
• Analyze client balance sheets and investment performance.
• Track open client items and follow through on agreed next steps.
• Review client information carefully and flag questions or missing details for resolution.
• Help organize advisory workflows so client requests receive consistent attention.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Join an established team in growth mode.Collaborative group that delivers creative, thoughtful solutions.

A successful Client Advisory Associate should have:

• 2 years prior advisory or client services experience
• Experience in an investment advisory, wealth management, OCIO platform
• Ability to prepare accurate client materials and maintain clear documentation.
• Strong attention to detail when reviewing client information and requests.
• Ability to manage multiple open items and follow through on next steps.
• Clear written and verbal communication skills for client and internal discussions.

$20B investment advisory firm in midtown. Serves HNW, family offices, and non-profits.

• Salary range of $90,000 to $110,000 plus bonus
• Full benefits package including 401k
• Onsite 4 days/week in Manhattan

Interested? Apply today.