Description

　　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

　　Requirements

　　Requirements:

　　1+ years’ Client Services experience within investment advisory, wealth management or private banking.

　　Excellent communication and interpersonal abilities.

　　Strong organizational and multitasking skills with exceptional attention to detail.

　　Ability to work independently and collaboratively within a team.

　　Familiarity with financial products, investment processes, and regulatory requirements.

　　Proficient in various technology suites, including Google & Office Suite, Salesforce CRM is a plus.

　　FINRA Securities licenses SIE, 7, and 63 are advantageous but not required.

　　Bachelor degree

　　The Client Service Administrator role requires 5 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $70-85k base plus bonus. If your profile matches the above criteria, please email me Trishan Khareghat

　　Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

　　Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

　　All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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