Client Relationship Associate - Wealth Management
Robert Half Finance & Accounting
Full-time
other-general
Location
New York, NY, United States
Posted
May 02, 2026
Job Description
Description
Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office.
Responsibilities:
+ Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication
+ Continually develop and strengthen relationships with clients
+ Provide timely and accurate responses to operational and administrative client inquiries
+ Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
+ Manage all communication between clients and the firm’s custodians
+ Prepare for and complete ...
Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office.
Responsibilities:
+ Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication
+ Continually develop and strengthen relationships with clients
+ Provide timely and accurate responses to operational and administrative client inquiries
+ Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
+ Manage all communication between clients and the firm’s custodians
+ Prepare for and complete ...