Financial Client Services Associate Jobs

Manage quality control of client-facing communications and project management materials across the team

Oversight and management of direct reports, while also supporting career development

3-5 years of work experience in experiential marketing or a related field

Passion for events/experiences, ranging from large-scale custom experiences to small-scale turnkey events

You’re able to prioritize multiple projects with ease, manage deadlines, coordinate timelines, and perform under pressure

You are meticulous with outstanding organization skills and maintain that standard of excellence and consistency across your team

Strong computer skills and knowledge of Microsoft Office products and Adobe Acrobat

High School diploma or equivalent; Associate or Bachelor's degree in Business, Finance, or related field preferred

Experienced in Client Services or other Administrative Role in the Financial industry a plus

Excellent written and verbal communication skills

Excellent interpersonal and client service skills

Strong organizational skills, attention to detail and proactive follow-up

Proven time management and organizational skills with high standards for impeccable customer service and consistent accuracy in execution.

Experience in private banking, private equity, or wealth management preferred.

Manage accounts payable with various due dates, work with billing systems and related spreadsheets.

Communicate with and manage relationships with vendors.

Exceptional strategic thinking and problem-solving capabilities and thoughtful consideration of potential implications or outcomes of decisions and actions.

Minimum of 5 years of related experience, including accounting experience.