Overview
Client Services Representative Jobs in New York, NY at Wellington Shields
Title: Client Services Representative
Company: Wellington Shields
Location: New York, NY
Wealth Management group seeking Client Services Representative
We are a Wealth Management team catering to high-net-worth families seeking a detail oriented, professional and discreet team member to assist in daily office operations. Ideal candidate has high energy, strong work ethic and a desire to grow as a contributing member of our team. You will be a liaison between our clients and our team members.
Responsibilities include:
· Answering phones
· Opening new accounts
· Maintaining, updating account information
· Issuing checks and initiating wires
· Communicating with client base requiring an intelligent, responsive and approachable demeanor
· Partnering effectively with legal/compliance, middle/back office and Portfolio Manager
Qualifications:
· 3+ years experience in a wealth management or brokerage firm environment
· Excellent Microsoft Excel and Word skills, DocuSign experience is a plus
· Meticulous attention to detail
