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Wealth Management Client Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-12
Listing for:
Citrin Cooperman
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: New York
A premier investment advisory firm in New York seeks a Client Service Associate to support its advisory team. The ideal candidate will handle client onboarding, facilitate fund transfers, manage communications, and maintain accurate client records. A Bachelor's degree, 3+ years in wealth management, and proficiency with Schwab and Fidelity custodial platforms are required.
This role offers an opportunity to work in a dynamic environment focused on high-net-worth individuals and families.
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