Entry Level Wealth Management Associate Jobs in New York

Document all client servicing activities on our portfolio management system according to firm procedures

Ability to quickly learn the investment management process, securities, portfolio management and reporting systems, and trading systems specific to the firm

This practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.

Work closely with Portfolio Managers, custodians, accountants, lawyers and interested parties to resolve any account-related issues.

3+ years of experience in client servicing with an RIA or financial advisory practice

Extensive knowledge of financial services and investments industry

Maintain expert knowledge of Deposit, Cash Management and Treasury Services solutions

1-3+ years of Deposits / Cash Management / Treasury Services sales experience

Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment

Required Qualifications, Skills and Capabilities

Partner with regional Deposit and Liquidity Managers to drive increased penetration of banking products and solutions for existing and new clients

Prepare proposals, pricing analyses and cost/benefit analyses based on client needs

EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:

Identifies and implements practice management opportunities by interfacing with various departments across the firm

Proactively participates in firm initiatives directed by local management

Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)

Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail

Provides ongoing support in educating clients about specific products and services offered at the firm

EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS

Identifies and implements practice management opportunities by interfacing with various departments across the firm

Proactively participates in firm initiatives directed by local management

Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)

Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail

Provides ongoing support in educating clients about specific products and services offered at the firm

· Responsible for opening new accounts and for maintenance of existing accounts.

· Provide account administration services to advisors and communicate with them on a regular basis.

· Provide valuable operations advice and support to other team members.

· Meet and exceed advisor account needs and service expectations.

· Keeping advisory and client service team informed regarding client activity.