💼 About This Role

You'll support high-net-worth client relationships at a global investment firm. Your work will ensure smooth account operations and exceptional service delivery. This role offers exposure to alternative investments and a collaborative team environment.

🎯 What You'll Do

• Respond to client inquiries and assist with relationship management
• Process cash movements, wires, and securities transfers
• Handle account maintenance requests and monitor required actions
• Support alternative investment activity and track outstanding items

📋 Requirements

• Bachelor's degree in Finance, Economics, Business, or related field
• 1-3 years of experience as a Client Service Associate in wealth management
• Knowledge of custodial platforms and financial operations
• Ability to manage multiple priorities and deliver exceptional service

✨ Nice to Have

• Experience with wealth management technology platforms
• Experience with CRM systems

🎁 Benefits & Perks

• 🏖️ Generous PTO
• 🏥 Health insurance
• 💰 Competitive compensation
• 📈 Professional development opportunities

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min