Top 1242 Private client associate Jobs in New York, Ny

Senior Private Client Associate
Perigon Wealth Management —Edison, NJ
- $120,000 - $125,000 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
NYC Residential Real Estate Salesperson
Cooper & Cooper Real Estate —New York, NY
- Up to $500,000 a year
- Full-time
- Hybrid work
- Sales
- Business development experience
- Bachelor's degree
- Opportunities for advancement
Quick Apply
8d
Associate, Private Credit, Real Estate
Macquarie Group Limited —New York, NY
- $125,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- Commercial
- Paid parental leave
- Health savings account
Surveillance Investigator II - Experienced
Command Investigations, LLC —Bronx, NY
- $25 - $30 an hour
- 8 hour shift
- Microsoft Word
- Clean driving record
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Associate, Private Credit, Infrastructure Debt Investment
Macquarie Group Limited —New York, NY
- $125,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
Client Service Associate
Morgan Stanley —New York, NY
- $35,360 - $90,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Registered Client Service Associate
Morgan Stanley —New York, NY
- $16.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Invoicing Associate
Guggenheim Partners —New York, NY
- $100,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Associate, Client Services
Third Bridge —New York, NY
- $96,000 - $127,000 a year
- Leadership
- Entry level
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Client Services Associate
The TCW Group, Inc. —New York, NY
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Temporary Associate Cataloguer, Private Sales & Middle Market Auctions
Sotheby's —New York, NY
- $25 - $26 an hour
- Temporary
- Spanish
- Research
- Office
Associate, Private Climate Investing
Wellington Management —New York, NY
- $90,000 - $180,000 a year
- Email
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health savings account
Client Reporting Associate
Guggenheim Partners —New York, NY
- $100,000 - $115,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Office Associate
Crowe —New York, NY
- $18.25 - $34.25 an hour
- Part-time
- Microsoft Excel
- Maintenance
- Office
Quick Apply
Private Wealth Management Portfolio Management Associate
Morgan Stanley —New York, NY
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
6d
Special Events Associate
Conde Nast —New York, NY
- $66,400 - $75,000 a year
- Weekends as needed
- Google Workspace
- Research
- Mid-level
1d
Associate, Events
Chanel —New York, NY
- $34 - $44 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- AD&D insurance
Patient Care Associate - Queens
Planned Parenthood of Greater New York —Queens, NY
- $26.86 an hour
- Weekends as needed
- BLS Certification
- HIPAA
- Ability to climb stairs
- COVID-19 protective measures
- Health savings account
12d
Client Reporting Associate
Arrow Search Partners —New York, NY
- $75,000 - $90,000 a year
- Mid-level
- Office
- Finance
Member Services Associate
Court 16 —Manhattan, NY
- $25 an hour
- Inventory management
- Administrative experience
- In-person
- Health insurance
- Paid time off

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Senior Private Client Associate

Perigon Wealth Management
Edison, NJ

Quick Apply

Job Details

Full-time
$120,000 - $125,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

DocuSign
Investment management software
Process improvement
Research
Managing clients in a customer support role
Attention to detail
Client services experience
Investment account customer support
E-signature software
CRM system proficiency
Account management experience

Full Job Description

The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks. Candidates will be interacting directly with Private Wealth Advisors, and as such, professional communication, attention to detail, and white-glove client service skills are of the highest importance for this role. The Private Client Associate will have direct interaction with clients.

The Private Client Associate will be responsible for understanding the firm policies, as well as the operating procedures of our custodian partners (Schwab, Fidelity, Pershing, SEI). They will need to have a high level of technology acumen to navigate Perigon’s internal and custodial processes.

This position is hybrid in Edison, NJ (Tuesday, Wednesday, Thursday in office)

COMPANY OVERVIEW

Perigon Wealth Management is a fast-growing, advisor-led Registered Investment Advisor (RIA) serving clients across the U.S. The firm employs over a hundred and fifty associates across 20+ office locations and has client assets under management (AUM) exceeding $11 billion. We operate with the belief that growth happens through meaningful relationships, thoughtful planning, and an experience that feels personal, not transactional.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

● Maintain client relationships

● Protect Privacy and Confidentiality of Client Information and Data

● Work within the firm’s processes to ensure client needs are met

● Process client requests and inquiries with a high level of accuracy

● Ensure key client and account information is accurate and up to date

● Open new accounts, initiate account transfers & rollovers

● Onboard new clients and/or client accounts: collect client data, process account paperwork

● Process money movement requests

● Input data within Portfolio Management Software for client billing

● Maintain client data within CRM

● Prepare advisors and clients for quarterly & annual meetings

● Schedule and coordinate meetings with Financial Advisors and other firm personnel as needed

● Conduct limited research projects and project-based requests by advisors and firm leadership

● Participate in local firm initiatives organized by local firm leadership

● Identify internal process improvements

Minimum Qualifications (Knowledge, Skills, and Abilities)

● Minimum 7 years’ experience in a client service background with significant work history within a wealth management, asset manager, insurance company, bank or related industry (RIA Experience Preferred)

● Excellent written and verbal communications skills

● Experience working with custodial platforms (Fidelity, Schwab, Pershing, SEI)

● Working knowledge of Portfolio Management Software, CRM, DocuSign and Cloud Storage

● Experience with Orion, Emoney, and Salesforce preferred

● Recognizes and respects the importance and reasons for adhering to policies and procedures

● Operates with a clear understanding of when to act independently and when to escalate

● for others’ involvement

● Takes ownership of initiatives and continues to move forward in the face of challenges

● Honors commitments, assumes responsibility and takes ownership

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as applicable.

Know Your Rights Poster-
https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act

The Employee Polygraph Protection Act (EPPA)-

https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act

The Family and Medical Leave Act (FMLA) Poster -

https://www.dol.gov/agencies/whd/posters/fmla

Job Type: Full-time

Pay: $120,000.00 - $125,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

Fidelity: 1 year (Required)
Charles Schwab: 1 year (Required)

Ability to Commute:

Edison, NJ 08837 (Required)

Work Location: Hybrid remote in Edison, NJ 08837

Quick Apply

Refine Your Search

private client associate jobs in new york, ny

Senior Private Client Associate

NYC Residential Real Estate Salesperson

Associate, Private Credit, Real Estate

Surveillance Investigator II - Experienced

Associate, Private Credit, Infrastructure Debt Investment

Client Service Associate

Registered Client Service Associate

Client Invoicing Associate

Associate, Client Services

Client Services Associate

Temporary Associate Cataloguer, Private Sales & Middle Market Auctions

Associate, Private Climate Investing

Client Reporting Associate

Office Associate

Private Wealth Management Portfolio Management Associate

Special Events Associate

Associate, Events

Patient Care Associate - Queens

Client Reporting Associate

Member Services Associate

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