Wealth Management Client Services Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-16
Listing for:
NFP Corp
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in New York seeks a Client Services Associate to support the Relationship Manager with superior client service. The role involves scheduling and coordinating activities for new policies, processing service requests, and maintaining client files. Ideal candidates will possess strong communication skills, attention to detail, and proficiency in Microsoft Office. This position offers a competitive salary ranging from $60,000 to $75,000, along with a benefits package, including PTO, 401(k) match, and health programs.
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