Private Wealth Client Services Associate - Wealth Manager in Westchester
🔒 Direct submission to hiring team • Zero candidate fees
Role & Company Overview
📋 Role Overview & Responsibilities
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects.
The ideal candidate will have 2-10 years experience in a client services/operations function, and excellent attention to detail/communication skills.
Requirements: BA/BS degreeWillingness to pursue and obtain the following professional designations FINRA Series 7/66Strong analytical skills with high attention to detail and accuracyExcellent Excel, Outlook, Word, & Salesforce skills
Frequently Asked Questions
How do I apply for the Private Wealth Client Services Associate - Wealth Manager in Westchester position at Coda Search│Staffing? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Coda Search│Staffing without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Westchester County, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
No. Hirely is completely free for candidates. We never charge registration fees or placement fees.
Legitimate employers will never ask you to transfer funds, purchase equipment from unauthorized vendors, or pay application/visa fees. Hirely rigorously monitors listings, but always verify communication is from official corporate email domains.
Learn how to protect yourself against employment fraud