Support Private Wealth Advisors with daily operations, client communications, research, and coordination to maintain strong client relationships.

Maintain regular communication with clients to provide updates, address concerns, and ensure satisfaction.
Assist with scheduling, document management, and coordination of client-related activities.
Act as a point of contact for client inquiries, escalating issues to the appropriate teams when necessary.
Conduct research on industry trends, client needs, competitors, and best practices to support business decisions.
Maintain accurate records of client interactions, transactions, and service requests in the CRM system.
Collaborate with internal departments (e.g., sales, customer service, and operations) to ensure seamless client experiences.
Identify areas for improving efficiency and customer satisfaction within support operations.
Generate and analyze reports on client interactions, feedback, and service trends to inform decision-making.
Anticipate client needs and provide strategic recommendations to support their long-term planning and decision-making.

Experience in a Financial Services/Sales, High-Touch Customer Service, or Analytical/Technical roles.
Strong organizational and time-management skills.
Excellent verbal and written communication abilities, with the ability to articulate complex information clearly and concisely.
Proficiency in CRM software, Microsoft Office Suite, and research tools.
Ability to multitask and prioritize in a fast-paced environment.
Strong analytical and problem-solving skills.
A proactive and customer-first approach.
Must be able to pass a basic background screening for the securities industry.

Opportunity to work with a dynamic and experienced team of professionals.
Recognition as one of CNY's Best Places to Work for the last three years.
Competitive salary and potential performance-based bonuses.
Medical benefits including infertility treatments, family planning and family assistance, mental health care, pain management program, hearing aids, non-emergency care when traveling outside the US, plus discounts to fitness programs and health and wellness products and services.
Comprehensive benefits package including health insurance and retirement plans.
Profit sharing 401(k) opportunities.
Commitment to professional development and growth opportunities.
Opportunities for community service and company matches of donations.
Hybrid remote policy.

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements. Applications will be reviewed on a rolling basis.

Series 7 certification (preferred; required after employment)
Life, Accident, and Health Insurance certification (preferred; required after employment)

Associate Private Wealth Advisor

Job Description