Client Relationship Associate - Wealth Management

Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office.Responsibilities:Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communicationContinually develop and strengthen relationships with clientsProvide timely and accurate responses to operational and administrative client inquiriesAccurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accountsManage all communication between clients and the firm’s custodiansPrepare for and complete special projects throughout the yearConsistently identify opportunities the company to improve its client service and/or operations capabilities