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Wealth Client Services Advisor; Hybrid
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-09-03
Listing for:
Collyde
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Location: New York
Collyde is seeking a Servicing Advisor based in New York to manage day-to-day client relationships and the operational service behind them. The role requires owning onboarding end-to-end, servicing portfolios, and preparing comprehensive client reports.
You will coordinate with custodians and outside advisors, handle complex budgeting and planning summaries, and support wealth strategies across investments. Strong communication and discretion are essential.
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