What are the responsibilities and job description for the Client Services Analyst - Wealth Manager in Westchester position at Coda SearchStaffing?
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services / Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects.
The ideal candidate will have 1-3 years experience in a client services / operations function, and excellent attention to detail / communication skills.
Requirements :
- BA / BS degree
- Willingness to pursue and obtain the following professional designations FINRA Series 7 / 66
- Strong analytical skills with high attention to detail and accuracy
- Excellent Excel, Outlook, Word, & Salesforce skills
