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Client Relationship Associate

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Robert Half

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Location:
United States , New York

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

90000.00 - 110000.00 USD / Year
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Job Description:

Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office.

Job Responsibility:

  • Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication
  • Continually develop and strengthen relationships with clients
  • Provide timely and accurate responses to operational and administrative client inquiries
  • Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
  • Manage all communication between clients and the firm’s custodians
  • Prepare for and complete special projects throughout the year
  • Consistently identify opportunities the company to improve its client service and/or operations capabilities

Requirements:

  • 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking
  • Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous
  • Knowledge of Tamarac CRM system is advantageous
  • Excellent verbal and written communication skills
  • Bachelor degree

Nice to have:

  • Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous
  • Knowledge of Tamarac CRM system is advantageous
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training

Additional Information:

Job Posted:
May 04, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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