Job Overview – Client Relations Associate / Coordinator:
Join our client, a top investment firm, as a Client Relations Associate / Coordinator in New York City. This role supports Advisors in acquiring new business and maintaining client relationships, offering significant growth potential.
Location: New York, NY
Compensation: $85,000-$100,000/year + bonus
Schedule: 9:00 AM to 5:00 PM, Monday to Friday
Responsibilities as the Client Relations Associate / Coordinator:
- Maintain and develop client relationships.
- Partner with Client Servicing, Reporting, Trading, Technology, Compliance, and Operations teams.
- Prepare investment reviews and proposals; ensure timely follow-up.
- Assist with client onboarding documentation and intake.
- Generate portfolio reports using Addepar or AIRIA.
- Coordinate client events and business development efforts.
- Liaise with clients’ accountants and attorneys.
- Assist with special projects as needed.
Qualifications for the Client Relations Associate / Coordinator:
- Bachelor’s degree.
- 2 to 4 years of financial industry experience.
- Excellent attention to detail and judgment.
- Strong relationship skills and commitment to long-term client relationships.
- Self-motivated and entrepreneurial.
- High degree of organizational and follow-up skills.
- Excellent communication skills.
- Ability to work independently and as part of a team.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion. #CB