Senior Client Service and Operations Associate

Your Future Team

We are a fast-paced, thriving financial advisory practice based in Harrison, New York. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a director of operations and client service who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Directors.

The Senior Client Service and Operations Associate is a strategic leader responsible for integrating operational efficiency and client service. You will support long-term growth and sustainability. This is an in-office position.

Characteristics you will need to be successful in this role :

• Adaptable . You are comfortable working in a fast-paced environment.
• Agile . You maintain composure and remain positive under pressure.
• Team player . You love collaborating and sharing ideas. You trust your teammates, and support.
• Clear communicator . You are great at getting and giving respectful and productive feedback to clients and colleagues.
• Organized . You create clear and logical processes to support your work and that of the organization.

What You'll Do

What You'll Bring

What We Offer

AN EQUAL OPPORTUNITY EMPLOYER : We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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