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E1038b653f2662650ec06b4b48e5d0c1

Client Services Associate, wealth advisory firm

Beacon Hill Staffing Group, LLC Manhattan, NY Full-Time
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Our client, a boutique wealth advisory firm, is seeking a Client Services Associate to join their team in New York! The ideal candidate with have a knowledge and interest in the financial industry with a least one year of experience. Primary responsibilities include ongoing maintenance with accounts held with custodians and housed on portfolio management system, liaising with clients on account questions, and facilitating client servicing requests, such as distribution of funds. Additional projects for the Chief Operating Officer will come up as well! CRM database experience is a must, and knowledge of Tamarac is a plus. Base salary is up to $65K + bonus! Great opportunity to join a long-standing firm and get your start in wealth management.

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

[ Link removed ] - Click here to apply to Client Services Associate, wealth advisory firm
[ Link removed ] - Click here to apply to Client Services Associate, wealth advisory firm
Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Pharma and Beacon Hill Technologies by visiting [ Link removed ] - Click here to apply to Client Services Associate, wealth advisory firm.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)

 

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Job ID: A1190788NY-Perm

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