Customer Experience Advisor Salary at Wnw Management Llc BETA

Job Title: Client Services Associate Location (Hybrid): New York, NY Job Type: Full-time Compensation: $100,000 - $125,000 base salary + discretionary bonus About Our Client: Join a distinguished financial services firm celebrated for its expertise in wealth management for high-net-worth individuals and institutions. Our client offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning. Their mission is to provide personalized, innovative strategies that empower clients to achieve their financial goals and secure their future. Key Responsibilities: Client Relationship Management: Serve as the primary point of contact for clients, addressing inquiries and providing exceptional service. Account Maintenance: Assist with account setup, updates, and maintenance, ensuring all client information is accurate and up-to-date. Financial Documentation: Prepare and manage financial documents, including statements, reports, and corre

Please read the role description prior to applying! This is a role focused on preparing a variety of client-facing documents and reports, supporting various RFP processes, and assisting with the development of materials for client meetings. YOU MUST HAVE THIS EXPERIENCE TO BE CONSIDERED. About the Company A leading institutional asset management firm located near Livingston, NJ, is seeking a highly motivated and detail-oriented professional to join their Client Service and Business Development team. About the Role In this role, you will be responsible for preparing a variety of client-facing documents and reports, supporting RFP processes, and assisting with the development of materials for client meetings. Responsibilities Create and maintain reports for clients, consultants, and prospective clients Assist in the preparation of RFP responses and questionnaires, including drafting content, gathering data, and compiling detailed support materials Contribute to the development and execut

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or docume

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client acco

About Masterworks Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing over 700,000 individuals to the $1.7 trillion art market. Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion. Our 200+ employees are based out of our offices at Brookfield Place in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning. Why Masterworks? Do you thrive on disruption? Do you want to live at th

Immediate need for a talented Client Service Associate. This is a 06+months contract opportunity with long-term potential and is located in New York, NY(Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:25-66693 Pay Range: $27 - $30/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: Facilitating interactions with new and existing clients. Liaising with clients and supporting their account related queries. Building relationships and operations where needed. Ensuring adherence to internal policies and external legal/regulatory frameworks. Key Requirements and Technology Experience: Key Skills:Client/Customer Support Liaising with client Investment Banking Background Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are inter

Firm: NYC-based Asset Manager Role: Client Service Associate Department: Wealth Management Experience: 2-4 years Base: 80-90k + bonus and profit sharing Hybrid: In office 3 or 4 days a week Location: Midtown, NYC Overview: The Client Service Associate will act as a support and resource for clients and Sr. Wealth Managers within the firm. My client needs someone reliable with exceptional communication and interpersonal skills. Responsibilities: Onboarding new accounts and maintenance of existing accounts Fund distributions (charitable gifting, transfers, wires, etc.) Account performance updates Account monitoring (trades, cash flows, transfers, quotes, etc.) Upkeep of client data Direct client interaction for any inquiries Act as an intermediary between Wealth Advisors, Portfolio Managers, and clients Qualifications: Must have a current 7 and 66 in good standing Bachelor's Degree with a solid overall GPA 2+ years of client service experience CRM experience a plus (Salesforce) Good under

Job Description Job Description Client Service Associate / Office Assistant Location: Short Hills & Bernardsville, New Jersey, United States Summit Prep is hiring! Join a premier academic tutoring and college consulting company in solving some of the greatest education challenges of our generation. This is an amazing opportunity to be part of a fast-paced environment and a dedicated, intellectually curious, and supportive team. We strive for excellence. We believe in continual improvement and recognize that the best of us are lifelong learners. We value thoroughness and an investigative nature. We embody the innovative spirit of start-up culture but with all the fine-tunings of an established and well-oiled machine. We are currently seeking a full-time Office Assistant to handle a wide array of administrative tasks with a key client-facing role. This role is approximately 40 - 45 hours per week and is based in our office in Short Hills, NJ with one or two days in our Bernardsville loca