SMA Client Services & Onboarding Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-18
Listing for:
Guggenheim Securities
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm in New York seeks a Client Services Support professional to join its team. This role involves onboarding separately managed accounts and monitoring operational processes to ensure timely resolution of client requests. Ideal candidates will have over 5 years in financial services, strong communication skills, and proficiency in Microsoft tools. The position provides a unique opportunity to work cross-functionally and is located in New York City, offering a salary range of $100,000 to $115,000 annually.
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