Client Services Analyst
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-28
Listing for:
Mission Staffing
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Licenses: SIE, Series 66 & Series 7 Required
A prestigious boutique global investment and advisory firm is seeking a Client Service Specialist to join its growing client service team in New York.
This is an excellent opportunity to work in a highly collaborative, client‑first environment supporting a sophisticated investor base.
The role sits at the intersection of investor relations, fund administration, and compliance — offering broad exposure across transaction processing, operational workflows, and investor‑facing technology.
The ideal candidate will have 1.5+ years of experience in client service, investor relations, or financial operations, along with active Series 7, Series 66, and SIE licenses.
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