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
