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Senior Client Relationship Associate – Wealth Management
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-15
Listing for:
Lido Advisors, LLC
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid work environment promoting professional growth. The position requires 3 years of experience and Series 65 or 66 certification. Strong detail orientation, communication skills, and proficiency in Excel are essential.
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Position Requirements
10+ Years
work experience
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