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Private Markets Investor Support Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-01
Listing for:
Willow Wealth
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Willow Wealth is looking for an Investor Support Associate in New York to be the key contact for high-net-worth clients. This role involves explaining portfolio performance, assisting with investment-related queries, and ensuring an exceptional client experience.
The ideal candidate will have 2 to 5+ years in client service within financial services, possess strong communication skills, and understand investment concepts. The position offers competitive compensation, including a base salary of $85,000 to $95,000, health coverage, unlimited PTO, and other benefits.
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