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Brokerage Operations Client Associate

Job in New York, New York County, New York, 10261, USA
Listing for: Leeds Professional Resources
Full Time position
Listed on 2026-09-09
Job specializations:
  • Finance & Banking
    Banking Operations
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below
Location: New York

Leeds Professional Resources in New York City is seeking a Client Associate to support Financial Advisors and their clients. This role combines client service, account administration, and brokerage operations in a regulated financial environment.

You will review account opening docs, process transactions, and provide product and account information while coordinating with internal teams to resolve issues. The position demands accuracy, responsiveness, and the ability to manage multiple

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Position Requirements
10+ Years work experience
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