Job Information

Robert Half International Client Service Associate in NEW YORK, New York


Robert Half Financial Services are recruiting for a Client Service Associate role within a Wealth Manager based in midtown Manhattan, New York. Our client requires at least 1 to 3+ years’ of client service or investment operations experience at a wealth management, private banking or custodian firm. This role is initially fully remote however will eventually be based out of the midtown Manhattan New York office

Key responsibilities for this Client Service Associate role include processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information within Portfolio Management Software for reporting.


  • Handle client/account queries and requests, set up custodial accounts, assist client in completing firm and custodian paperwork as needed

  • Portfolio cash management – process recurring and ad hoc cash and security transfer requests

  • Support investment team as needed – Initiation of trades with various managers and custodians and general support of portfolio and investment strategies

  • Manage client information within Portfolio Management and Accounting Software - Reviewing client transactions, activities and alternative investment valuations

  • Coordinate monthly client statements and quarterly management fees

  • Interaction with all levels of management in the firm regarding client accounts



  • 1 to 3+ years of client services or investment operations experience at a wealth management, private banking or custodian firm

  • Knowledge of portfolio administration and custodial interfaces

  • Experience working with private, high net-worth clients and/or institutional clients

  • Bachelor’s Degree in Business, Finance or related field

  • Proficiency in MS Word, Excel, Outlook, CRM software

  • Proficiency in Portfolio Management Software such as Advent APX

This Client Service Associate role is initially remote however will eventually be based out of the midtown Manhattan New York office so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, but the initial range is $70-80k base plus discretionary bonus. If your profile matches the above criteria, please email me directly. Trishan Khareghat

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

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Salary: $70,000.00 - $80,000.00 / Yearly

Location: NEW YORK, NY

Date Posted: February 23, 2021

Employment Type: Full-time

Job Reference: 02944-0011714453

Staffing Area: Full-Time Accounting u0026 Finance