Long standing broker dealer/RIA located in Downtown NY is seeking a wealth management associate to join its team and with an opportunity to grow within their career.

This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

Key Responsibilities:

• Identify and own the client onboarding process, ensuring a smooth and efficient transition for new clients.
• Document all client interactions and provide the team with time-sensitive updates.
• Execute the team service model to ensure consistent and exceptional client service.
• Develop and monitor the team's client book segmentation strategy to optimize client management.
• Local office interaction with other support members, Financial Advisors and Management
• Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
• Act with integrity and respect in all situations
• Cultivate and grow existing client relationships and bring in new ones (prospecting and new lead generation)
• Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
• Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
• Learn to utilize research and technical support tools

Skills/Requirements

• Series 7 required
• 1-3 years' experience working as a sales assistant/CSA in financial services environment
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Must be able to maintain the highest level of confidentiality
• Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
• Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
• Able to meet designated deadlines and work effectively in a pressurized environment
• Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Location: Downtown NY (Full Time-On-Site)

Salary: $60-65K DOE