Senior Client Service Associate

  • Location: Stamford, CT, Connecticut
  • Type: Perm (Contingency)
  • Job #30688

Compensation: $140,000-$160,000 + bonus

Location: Stamford, CT

Private wealth management firm is looking for a Senior Client Service Associate to join the team. The firm offers full-service, private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust, and estate planning, and family office services. The Senior Client Services Associate will be a liaison between operations, legal, client advisory, and investment teams.

Highlights About the Company & Position:

  • Oversee internal and external reporting.
  • Responsible for all standard monthly and quarterly performance reporting for clients.
  • Consolidated Reporting- work with advisors and family office team on set up of consolidated reporting 
  • Ad-hoc custom Reporting- work on creating ad hoc custom reports and serve as point person on projects for customized report build-outs/enhancements.

Requirements/Qualifications:

  • Bachelor’s degree (preferably in business or finance) and a minimum of 5 years of client operations experience at an investment advisor, outsource provider, or similar firm.

  • Must have excellent time management skills and the capacity to identify areas of improvement and develop potential solutions

  • APX portfolio management system experience required.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

 

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Job ID: 30688