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Client Relationship Associate - UHNW Group

Company: Advice Personnel
Location: New York
Posted on: November 11, 2019

Job Description:

Client Relationship Associate - Ultra High Net Worth Group Job description: A leading global alternative investment firm is seeking an internal Client Relationship Associate to work within a growing ultra high net worth multi-family office. The Client Relationship Associate will be responsible for ensuring the efficient and timely handling of all client requests and cash accounts, and related treasury services. The ideal candidate will have polish to liaison with ultra high net worth (HNW) individuals and be able to effectively assist staff within a high-volume environment. Responsibilities:

  • Responsible for maintaining internal ultra high net-worth client relationship, providing a concierge financial services support.
  • Front facing role in handling all transactions, inquiries and changes in bank and/or investment accounts.
  • Liaise with Senior Client Relationship Managers on client transactions including, line of credit management, estate planning, investment management, etc.
  • Review and confirm movement of cash.
  • Serve as a primary point of contact with all of the firm's private bank relationships.
  • Participate in efforts to evaluate, develop and implement our internal technologies and written procedures to ensure we remain compliant and up to date.
  • Attend client meetings as assigned. Desired Skills and Experience Requirements:
    • Bachelor's Degree in Business or related field.
    • 3+ years of experience within HNW, private banking or related financial services environment.
    • Knowledge in cash management and treasury related operations.
    • Ability to maintain strict confidentiality.
    • Customer service orientation.
    • Strong written and verbal communication skills. Salary: $75,000 - $85,000 plus bonus, 401k match, excellent health benefits and perks.
      Please send your resume for immediate consideration to: If you are not currently interested, but know someone who might be, please feel free to forward this ad along to that individual. Referrals are always greatly appreciated.
      See more opportunities at Advice Personnel
      *Celebrating over 35 years as New York's premier boutique recruiting & staffing specialists

Keywords: Advice Personnel, New York , Client Relationship Associate - UHNW Group, Other , New York, New York

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