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Client Investment Associate Jobs

Company

Larson Maddox
Address New York City Metropolitan Area, United States
Employment type FULL_TIME
Salary
Category Capital Markets,Financial Services,Investment Management
Expires 2023-07-21
Posted at 11 months ago
Job Description

An award-winning FinTech is hiring a Client Investment Associate. This individual will serve as a first point-of-contact for clients using the firm's cash management technology to achieve their financial goals. This individual will partner closely with the product and engineering teams to deliver trends in client feedback to directly shape the trajectory of the company.


Title: Wealth Management Associate

Location: NYC

Salary: $75,000-80,000 (plus bonus and benefits package)


Key Responsibilities:

  • Collect client feedback and trends to report directly to internal teams for continuous product development
  • Develop a working understanding of the product and synthesize complex fintech concepts to a non-technical audience
  • Manage the opening and approval of new accounts


Qualifications:

  • Previous experience in a client-facing role
  • MUST hold a current Series 7