Client Services Vice President Job at Selby Jennings, New York, NY

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  • Selby Jennings
  • New York, NY

Job Description

Title: Client Services VP

Location (Hybrid): New York, NY

Employment Type: Full-time

Salary: $110,000 - $150,000 base salary + discretionary bonus

About the Company

We are currently representing a private firm that is looking to add headcount to their client services team and is dedicated to providing top-tier wealth management solutions for high-net-worth individuals and institutions. At this firm, you'll have the opportunity to craft personalized financial plans and investment strategies that make a real difference in client's lives.

Key Duties

  • Client Relationship Management: Act as the main point of contact for clients, addressing inquiries and providing outstanding service.
  • Account Maintenance: Assist with account setup, updates, and maintenance, ensuring all client information is accurate and current.
  • Financial Documentation: Prepare and manage financial documents, including statements, reports, and correspondence.
  • Support Services: Work with financial advisors to support client needs, including scheduling meetings and preparing materials.
  • Compliance and Reporting: Ensure all activities comply with regulatory requirements and assist with internal reporting.
  • Problem Resolution: Address and resolve client issues promptly, escalating to senior staff when necessary.

Requirements

  • Education: BS in Finance, Accounting, Operations or a related field
  • Experience: 4+ years of experience in Client Services
  • Product Knowledge: Must have experience in Wealth Management, 401ks, trusts, IRAs, and/or high-net-worth clients

Preferred Qualifications

  • FINRA Licenses: Series 7, Series 63, and/or Series 66
  • Certifications: On pathway for a CFP or CFA

Job Tags

Full time,

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