• Home
  • Career Opportunities
  • Apply Now
  • More
    • Home
    • Career Opportunities
    • Apply Now
  • Home
  • Career Opportunities
  • Apply Now

Client Services associate

Job Summary

The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.  

Apply now

Essential Duties & Responsibilities:

  • Assist in updating KYC, Investment Profiles, and renewing W-8s and IDs.
  • Support the account opening and onboarding process, ensuring documentation compliance.
  • Handle client service tasks including updates to profiles, wire transfers, securities transfers, and account maintenance.
  • Coordinate meetings, calendars, travel, and administrative tasks for WMAs.
  • Act as liaison with Wealth Management Operations and support special projects.
  • Stay current on financial markets, investment products, and regulatory policies.
  • Ensure compliance with BSA, OFAC, and AML standards.
  • Provide backup support to other CSAs.

Minimum Requirements:

 

  • Associate’s degree in Finance or Business preferred
  • 1+ years supporting Wealth Management Advisor
  • Fully bilingual (English/Spanish
  • Strong MS Office proficienc
  • Must pass NMLS registration, FBI background, and credit check 

Apply Now

Attach Resume
Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

  • Branch Manager
  • Business Relation officer
  • Branch Administrator
  • BSA/AML Analyst
  • Corporate Banker
  • Crprte bank Relation mngr
  • Corporate banker & Syn Lo
  • CRE Portfolio Manager
  • Commercial Lender
  • Client Services Associate
  • CIU Operations Officer
  • CSR-Teller
  • Financial Reporting Mnger
  • Middle Market Portfo mngr
  • Middle Market Banker
  • MLO Mortgage Loan Officer
  • Personal Banker
  • Premier Banker
  • Portfolio Mngr & underwri
  • Pre-sales Associate
  • Relationship manager corp
  • Relationship Banker
  • Staff Accountant
  • SVP Operations Director
  • Universal Banker

New Edge Associates Inc

Copyright © 2023 New Edge Associates Inc - All Rights Reserved.

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept