Currently partnered with a well-established Investment Firm in NYC known for their wealth management, financial planning, and investment advisory services is looking for a Client Services Associate to join the growing team.

***Must have experience with NetX360***

Location: NYC

HYBRID

Responsibilities:

• Process service requests, including ACH transfers, wires, check disbursements, and journal entries.
• Prepare and submit required documentation to open new accounts.
• Send forms such as margin agreements and IRA forms via DocuSign for signatures.
• Monitor and process required minimum distributions (RMDs) for IRA accounts.
• Handle account transfers through the ACAT system and manage IRA contributions or distributions.
• Serve as a liaison between clients and online support teams to resolve account or access issues.

Qualifications:

• Bachelor's in Finance, or related.
• Experience using Pershing’s NetX360 platform.
• Must have Series 7 & 66 or willingness to obtain
• Deep understanding of brokerage industry procedures and practices.
• Outstanding interpersonal and customer service skills with a client-first mindset.
• Ability to excel in a fast-paced environment and work independently.
• Highly organized and detail-oriented, capable of managing multiple priorities effectively

If interested, don't wait to apply!