client associate

Benjamin F Edwards & Co

<div>Registered Financial Client Associate
Summary:
The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The Registered Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all clients needs are met in a timely and efficient manner. Registered Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.
The Registered Financial Client Associate assists the Financial Advisor (s) with minimal supervision by providing a wide variety of administrative support to maintain client accounts, including but not limited to client service, account research, completing paperwork, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, filing and record keeping in accordance with Compliance regulations by following policy and procedure. 
Essential Duties &amp; Responsibilities:<ul><li>
Provide client service and support related to check requests, deposits, wiring funds, record-keeping and adjustments.</li><li>
Assist with preparing reports and materials for client meetings.</li><li>
May participate in live meetings with the Financial Advisor (s) and their clients.</li><li>
Provide quotes and other account-related information to assist clients.</li><li>
Accept and enter orders from clients and/or on behalf of the Financial Advisor (s).</li><li>
Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.</li><li>
Interacts daily on the phone and in person with clients handling basic inquiries and scheduling appointments.</li><li>
Ensure client information and documentation is current with firm and industry requirements, rules, and regulations. Research and resolve account problems, missing documents, etc.</li><li>
Identify errors and initiate corrective measures. Follow up and relay correct information to clients.</li><li>
Create, prepare and review daily client reports for Financial Advisor(s).</li><li>
Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.</li><li>
Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.</li><li>
Maintain files in accordance with firm and regulatory guidelines.</li><li>
Perform various administrative tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.</li><li>
Acts as a mentor and is a resource to other team members; assists with training as needed.</li><li>
Perform administrative duties as required by the Financial Advisor(s) or Branch Manager.</li><li>
Provide backup support as required to other branch support personnel.</li><li>
Perform other related duties as assigned.</li></ul> 
Qualifications:<ul><li>
Proficient experience with Microsoft Office Suite and ability to learn other software and technology.</li><li>
Analyze problems and establish solutions.</li><li>
Ability to work independently with minimal supervision and as a member of a team; collaborate with others.</li><li>
Ability to demonstrate seasoned judgement by handling clients with a high degree of professionalism.</li><li>
Take initiative and proactively follow up on items to ensure completion, resolve errors, answer questions and follow up on concerns.</li><li>
Organize, prioritize and manage multiple tasks in a fast-paced, evolving environment while delivering accurate and timely results.</li><li>
Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.</li><li>
Exercise discretion in handling confidential information.</li></ul> 
Education and/or Work Experience:<ul><li>
Minimum Required: Bachelor&rsquo;s degree or equivalent work experience.</li><li>
Minimum required: 2+ years of client service experiences in financial services experience or equivalent.</li></ul> 
Pay Range<ul><li>
Between $25.43 to $31.78 per hour</li></ul> 
Licenses/Registration:<ul><li>
Minimum required: Series 7 and Series 63/65 or Series 66.</li></ul> 
Work Environment:
This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. 
About Benjamin F. Edwards
If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.
We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.
We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm&rsquo;s mission statement.
We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.
Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.
Benjamin F. Edwards is an Equal Opportunity Employer.<div>
#LI-Onsite</div></div>

Registered Financial Client Associate

Nair Systems

Job description:We are seeking a motivated Client Relationship Associate support our IT staffing and recruiting team. The role focuses on generating new business, building client relationships, and driving sales by delivering top IT talent.Key Responsibilities:<ul><li>Prospect and generate leads via calls, emails, and social media</li><li>Build and manage client relationships</li><li>Understand IT staffing needs and present suitable candidates</li><li>Manage sales pipeline and meet targets</li><li>Collaborate with recruiters for talent delivery</li></ul>Requirements:<ul><li>1&ndash;3 years of B2B inside sales experience (IT staffing preferred)</li><li>Strong communication and negotiation skills</li><li>Results-driven mindset</li><li>Basic knowledge of IT industry and technologies</li></ul>Job Types: Full-time, PermanentPay: BD250.000 - BD350.000 per monthWork Location: In person

Client relationship associate

Unity Bank

<div>At Unity Bank, our culture is built on trust, care, and connection. We believe in meaningful work, open collaboration, and authentic relationships. Here, every employee takes pride in their role, empowered to make a difference&mdash;for our customers, our communities, and each other. 
We&rsquo;re more than a bank&mdash;we&rsquo;re a community partner. When clients choose Unity, they invest in local dreams: planting seeds with farmers, opening doors on Main Street, and creating opportunities for neighbors. 
 We listen. We care. We connect. Every conversation matter, and every solution is crafted with heart. Together, we help people achieve their dreams&mdash;one relationship at a time. 
Position Summary: The Client Teller Associate is responsible for delivering exceptional client experience by handling our clients&rsquo; financial transactions in our bank locations with accurate, timely, friendly, and professional results. This position will take a friendly, positive approach to the customer experience while maintaining high attention to detail. 
Responsibilities/Accountabilities:<ul><li>
Client Experience: Deliver consistent professional, and courteous client experiences aligned with Unity Bank defined service standards protocol. Responsible for providing both in-person service and answering branch incoming phone calls. Handle customer requests and respond to inquiries promptly and professionally.</li><li>
Product Knowledge: Understand the Bank&rsquo;s products and services to provide customized solutions for customers' needs. Be a resource to clients by answering questions or directing them to the proper department for resolution services</li><li>
Transaction Standards: Accurately process a variety of client financial transactions within set processing timeframes, including accurately disbursing cash, processing loan payments, scanning proof work and other documents, and accurately entering data into the banking software. Balance and manage cash and coin to ensure compliance with banking industry standards.</li><li>
Compliance and Quality Control: Ensure adherence to banking regulatory requirements, industry standards, internal policies, and procedures. Assist in branch audits and branch control reviews to ensure regulatory and procedural compliance.</li><li>
Training and Development: Actively participate in ongoing training programs to enhance product knowledge, customer service skills, and maintain an ongoing understanding of company policies and processes.</li><li>
Collaboration: Collaborate with cross-functional teams such as product development, marketing, and operations to ensure seamless coordination and alignment of customer operations with overall organizational goals to improve customer experience. Community Engagement</li></ul>
Education and Experience:<ul><li>
High School Diploma or equivalent preferred</li><li>
One or more years of experience in customer service, cash handling, or retail experience preferred.</li><li>
Banking software, Outlook, Microsoft Office products experience preferred.</li><li>
Familiarity with bank regulatory and compliance standards preferred</li></ul> 
Work Environment: Collaborative, trust-based, transparent, supportive, and comfortable community atmosphere. This position may include opportunities to travel across our footprint, working with customers, community members, and our Unity Team. 
This position may require prolonged periods of sitting and/or standing at a desk and working on a computer.
Regulatory Standards: Financial Institutions must adopt and comply with regulatory requirements. All employees of Unity Bank are required to comply with these standards and practices. Employees will be responsible for participation in training sessions for these regulatory compliance requirements. This will be offered through online sessions, department meetings, bank wide training, and other such media. In addition, compliance training that is specific to job responsibilities will be conducted. Any employee that knowingly fails to comply with the requirements, as outlined in the Compliance Manual and the related guidelines may be subject to disciplinary action, up to and including termination of employment.</div>

Client Teller Associate

Marsh McLennan Agency

<div>
 
 Client Support Associate, Employee Health &amp; Benefits
 
 
 
 
 Our not-so-secret sauce.
 
 
 
 Award-winning, inclusive, Top Workplace culture doesn&rsquo;t happen overnight. It&rsquo;s a result of hard work by extraordinary people. The industry&rsquo;s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a
 
 Client Support Associate, Employee Health &amp; Benefits
 
 at MMA.
 
 
 Marsh McLennan Agency (MMA) provides business insurance, employee health &amp; benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world&rsquo;s leading professional services firm, Marsh (NYSE: MRSH).
 
 
 
 A day in the life.
 
 
 
 As our
 
 Client Support Associate
 
 on the
 
 Employee Health &amp; Benefits
 
 team, your role involves coordinating information for client service requests and providing it to the client team for a prompt response. You prioritize gaining a thorough understanding of the different roles within our agency and the specific line of business we operate in.
 
 
 In your position, you work under the guidance of the Client Manager, Strategic, and/or Consultant. You engage in communication with individuals both inside and outside the organization, always maintaining a customer service-oriented approach. Your role involves problem-solving, consultation, and providing advice and interpretation of policies and regulations. While you collaborate with outside vendors, you do not have the authority to make commitments on behalf of the organization. You handle confidential information and ensure its protection in all aspects of your job.
 
 
 To excel in your role, you must demonstrate strong analytical skills, possess basic math knowledge, and have familiarity with accounting principles and best practices. Proficiency in Microsoft Office, including Outlook, Excel, Word, and PowerPoint, is essential. You work in a clean office environment, primarily during regular day hours. However, you are flexible and may need to work extended hours to meet the needs of our users and customers. Managing multiple priorities in a dynamic, fast-paced environment is a key aspect of your job. You have your own transportation and can attend both in-house and external meetings/events as required.
 
 
 
 Our future colleague.
 
 
 
 We&rsquo;d love to meet you if your professional track record includes these skills:
 
 
 <ul>
 <li>
 Bachelor's degree or equivalent work experience required
 </li>
 <li>
 Proficient knowledge of Microsoft Outlook, Word, Excel and PowerPoint
 </li>
 <li>
 Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
 
 
 </li>
 </ul>
 These additional qualifications are a plus, but not required to apply:
 
 
 <ul>
 <li>
 Life &amp; Health License or ability to obtain within 90 days
 </li>
 <li>
 Prior experience within insurance industry
 
 
 </li>
 </ul>
 We know there are excellent candidates who might not check all of these boxes. Don&rsquo;t be shy. If you&rsquo;re close, we&rsquo;d be very interested in meeting you.
 
 
 
 Valuable Benefits.
 
 
 
 We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
 
 
 Some benefits included in this role are:
 
 
 <ul>
 <li>
 Generous time off, including personal and volunteering
 </li>
 <li>
 Tuition reimbursement and professional development opportunities
 </li>
 <li>
 Hybrid work &ndash; minimum of 3 days in office
 </li>
 <li>
 Charitable contribution match programs
 </li>
 <li>
 Stock purchase opportunities
 
 
 </li>
 </ul>
 To learn more about a career at MMA, check us out our website or flip through recruiting brochure .
 
 
 Follow us on social media to meet our colleagues and see what makes us tick:
 
 
 <ul>
 <li>
 Instagram
 </li>
 <li>
 Facebook
 </li>
 <li>
 X
 </li>
 <li>
 LinkedIn
 
 
 </li>
 </ul>
 
 Who You Are Is Who We Are.
 
 
 
 We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
 
 
 Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
 
 
 #MMAEHB
 
 
 #MMAMID
 
 
 # MMAcampus
 
 
</div>

Client Support Associate

Copper

<div><div>Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services. 
 
Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology &ndash; the gold standard in secure custody. Copper&rsquo;s multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody.
 
 
Built on top of this state-of-the-art custody, ClearLoop is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges, and enabling customers to trade and settle directly from the safety of their MPC-secured wallets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoop is rapidly reshaping the way asset managers trade and manage capital.
 
 
In addition to industry-leading security certifications, Copper has one of the strongest insurance coverages in the industry from an A+ rated insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets.</div><div>
Department &amp; Team Purpose:

The Client Operations team sits at the heart of Copper, acting as the frontline for client engagement, technical support and operational excellence. The team is a dynamic client focussed group, responsible for ensuring clients receive seamless, high-quality service across all touchpoints. Our team collaborates closely with Product, Engineering, Compliance, and Commercial to resolve queries, deliver insights, and continuously improve the client experience. 
 
The Client Operations team provides 24/7 support for our full contingent of global clients. As such, the team works on a shift pattern where you will be required to work 5 out of 7 days in a rotation (including weekends). Copper operates a 24/7 model to reflect the continuous nature of the markets and industry we serve. This approach not only ensures exceptional client service but also supports the operational demands of a global, always-on financial ecosystem.

Role Purpose:

As a Client Operations Associate in our Operations Team, you will play a crucial role in ensuring the success and satisfaction of our valued institutional clients and internal stakeholders. You will serve as the first line of defence for technical inquiries, support, troubleshooting issues, providing an exceptional client experience through expert guidance.

Key Responsibilities of the role
<ul>
<li>Provide technical support to institutional clients, addressing their queries, troubleshooting issues, and ensuring a smooth experience.</li>
<li>Take ownership and accountability of all incoming queries and managing client expectations under time pressures.</li>
<li>Work closely with clients to understand their technical requirements.</li>
<li>Collaborate with internal stakeholders across the firm to effectively resolve client queries.</li>
<li>Gather client feedback and insights, relaying this information to our product development teams.</li>
<li>Stay up to date with industry trends and the latest market developments, ensuring you are well-equipped to address client inquiries and provide expert guidance.</li>
<li>Representing the values of Copper with the firms best interests, whilst ensuring what we do is for the benefit of the client, always acting with integrity.</li>
</ul>
Your experience, skills and knowledge 
 
Essential
<ul>
<li>Proven experience in a technical account management role, ideally within the cryptocurrency or financial services industry.</li>
<li>Understanding of cryptocurrency technology, blockchain, and digital assets.</li>
<li>Exceptional communication and interpersonal skills, with the ability to build rapport with clients.</li>
<li>Problem-solving mindset and the ability to troubleshoot technical issues effectively.</li>
<li>Detail-oriented and organised, with excellent project management skills.</li>
<li>Self-motivated and capable of working independently as well as collaboratively within a team</li> 
</ul>
Desirable
<ul><li>Finra Series 99 Certified &ndash; Operations Professional Exam</li> 
</ul>
Why Copper?

At Copper, we keep innovation, openness, and curiosity at the centre of everything we do. Here, bold ideas get the spotlight, learning is constant, and diversity shapes our team from the ground up.

Jump into a fast-moving, dynamic team that loves a challenge and knows how to have fun along the way. Collaboration is just as important as results&mdash;you&rsquo;ll be surrounded by smart, driven colleagues in London and across our APAC, Switzerland, UAE, and US offices.

Hybrid working model &ndash; we believe in the value of bringing people together and at the same time we embrace the adaptability of flexibly working.

Diversity and inclusion matter to us &ndash; they&rsquo;re woven into Copper life. From employee-led groups like Women at Copper to a committee focused on community and wellbeing, you&rsquo;ll have a network that supports you from day one. Everyone voice matters.

If you&rsquo;re looking to ramp up your career, or keen to do something new in your field, with us, you&rsquo;ll keep moving forward.

Ready to make your mark, keep growing, and join a supportive, dynamic team? Copper&rsquo;s the place.

The Interview Process at Copper 

Our interview process is designed to be thoughtful, efficient, and engaging. While specific steps may vary slightly depending on the role, the typical journey includes:
<div>
<ul><li>Initial Screening A brief conversation with our Talent Acquisition team to explore your background, motivations, and alignment with the role.</li></ul>
<ul><li>Technical Interview A virtual session conducted via Microsoft Teams, where you'll engage with team members to discuss relevant skills, problem-solving approaches, and technical experience.</li></ul>
<ul><li>In-Person Interview A conversation focused on team dynamics, collaboration style, and any final technical questions. This may be with cross-functional peers or leadership.</li></ul>
</div>
Additional steps may be added based on the role's complexity or seniority. We aim to keep the process transparent and respectful of your time.

Salary range 
Below, we&rsquo;ve outlined the base salary range for this position. Actual compensation may vary based on factors including experience and performance. The range listed is just one part of Copper&rsquo;s total compensation package. 
 
Base Salary Range &ndash; $65,000- $75,000 

Benefits

In return for everything you can bring to Copper, we can offer you an exciting, challenging role in a fast-growing and dynamic business, with career opportunities and welcoming working environment. Some of our key US benefits are highlighted below:
<ul>
<li>Paid Time Off - 25 days annual leave per annum in addition to local bank holidays. Employees also receive one additional day of annual leave for each year of service.</li>
<li>Comprehensive health cover - medical, optical and dental benefits.</li>
<li>Life Insurance</li>
<li>Commuter Benefit Programme</li>
</ul>
If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity.</div><div>
Copper is an equal opportunity employer. We embrace diversity and equal opportunities in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. So, bring us your experience, perspectives, and skills. It is in our differences that we will continue to grow and ensure Copper is transforming how institutional investors engage with digital assets. Copper is a Disability Confident Employer, please let us know if you have a disability. If you require us to provide any assistance during the recruitment process, then we would ask you to highlight this to us and we will be happy to accommodate.</div></div>

Client Operations Associate

Jefferies

<div>
 
 
 Client Service Associate (CSA)
 
 
 
 
 
 Role Overview:
 
 
 
 
 Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical role in day‑to‑day account servicing, operational support, and administrative coordination for a growing wealth management practice.
 
 
 This role is ideal for a detail‑oriented professional with strong client service skills, a collaborative mindset, and an interest in building a long‑term career within wealth management.
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 Client Service &amp; Relationship Support
 
 
 <ul>
 <li>
 Serve as a primary point of contact for clients, responding promptly and professionally to service requests and inquiries.
 </li>
 <li>
 Support Financial Advisors in delivering a seamless and high‑quality client experience.
 </li>
 <li>
 Assist with client onboarding, including account opening documentation, maintenance requests, and periodic updates.
 </li>
 <li>
 Coordinate client meetings, prepare materials, and follow up on action items.
 </li>
 <li>
 Coordination of marketing events and internal expense management and reimbursement.
 </li>
 <li>
 Creating marketing materials that reflect client proposals, and liaising with compliance and design.
 </li>
 <li>
 Coordination of Travel and Entertainment and expense reimbursement.
 </li>
 <li>
 Maintenance of CRM and Calendar information with respect to client interactions.
 </li>
 </ul>
 
 
 
 
 
 Account &amp; Operational Support
 
 
 <ul>
 <li>
 Process account transactions, including money movements, distributions, and transfers, in accordance with firm policies.
 </li>
 <li>
 Monitor account activity and follow up on outstanding items or documentation.
 </li>
 <li>
 Assist with client reporting, statements, and general account inquiries.
 </li>
 <li>
 Partner with internal operations, compliance, and trading teams to resolve issues efficiently.
 </li>
 </ul>
 
 
 
 
 
 Administrative &amp; Practice Management
 
 
 <ul>
 <li>
 Maintain accurate client records and documentation in firm systems.
 </li>
 <li>
 Support practice management initiatives, workflow organization, and process improvements.
 </li>
 <li>
 Assist with preparation of presentations, reports, and client correspondence.
 </li>
 <li>
 Ensure adherence to regulatory requirements, firm policies, and compliance standards.
 </li>
 </ul>
 
 
 
 
 
 Qualifications Required
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree or equivalent professional experience.
 </li>
 <li>
 1&ndash;4 years of experience in wealth management, private banking, financial services, or a client service role.
 </li>
 <li>
 Strong attention to detail and organizational skills.
 </li>
 <li>
 Excellent written and verbal communication skills.
 </li>
 <li>
 Ability to manage multiple priorities in a fast‑paced, client‑focused environment.
 </li>
 <li>
 Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).
 </li>
 </ul>
 
 
 
 
 
 Preferred
 
 
 <ul>
 <li>
 Experience supporting Financial Advisors or Relationship Managers in a wealth management setting.
 </li>
 <li>
 Familiarity with brokerage and advisory accounts, including custodial and operational processes.
 </li>
 <li>
 Series 7 and Series 66 licenses (or ability to obtain within a specified timeframe).
 </li>
 <li>
 Experience working with high‑net‑worth or ultra‑high‑net‑worth clients.
 </li>
 </ul>
 
 
 
 
 
 Key Competencies
 
 
 <ul>
 <li>
 Client‑first mindset with a high level of professionalism
 </li>
 <li>
 Strong problem‑solving and follow‑through skills
 </li>
 <li>
 Collaborative team player with the ability to work independently
 </li>
 <li>
 Discretion in handling confidential client information
 </li>
 </ul>
 
 
 
 
 New York, NY Full Time Salary Range of $95,000-105,000 (Eligible for Overtime)
 
 
 
 
 
 
 
 
 
 About Us
 
 
 
 Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
 
 
 Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual&rsquo;s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
 
</div>

Wealth Management Client Service Associate

Lead Advisor

<div>
 
 Lead Advisor is a wealth management consulting and search firm. This role is for a client based in Midtown Manhattan but open to a hybrid schedule.
 
 
 
 
 
 
 
 
 
 Core Responsibilities
 
 
 
 &middot; Serve as a primary point of contact for clients
 
 
 &middot; Coordinate and execute onboarding of new clients, including account setup, documentation collection, CRM entry, and ensuring a seamless transition into the firm
 
 
 &middot; Coordinate and schedule client meetings in accordance with the firm segmentation and service model
 
 
 &middot; Prepare and review client meeting materials to ensure all supporting documents and deliverables are complete and organized in advance of client meetings
 
 
 &middot; Coordinate responses to inbound client communications by addressing account and policy related inquiries or directing them to the appropriate team member for resolution
 
 
 &middot; Maintain accurate and comprehensive CRM records in accordance with Helios Capital Partners&rsquo; guidelines and procedures
 
 
 
 Key Characteristics
 
 
 
 &middot; Excellent organizational skills and attention to detail with high follow-through
 
 
 &middot; Excellent verbal and written communication and interpersonal skills
 
 
 &middot; Approachable, respectful and inclusive communication
 
 
 &middot; Ability to give and receive constructive feedback
 
 
 &middot; Proficient in Microsoft Office suite or related software
 
 
 &middot; Proficient in Microsoft CRM or related software
 
 
 &middot; Strong desire for personal and professional growth
 
 
 &middot; Ability to maintain confidentiality
 
 
 &middot; Full time &ndash; hybrid role
 
 
 
 Qualifications
 
 
 
 Required
 
 
 &middot; Bachelor&rsquo;s degree ideally in business administration, accounting, finance or equivalent work experience
 
 
 &middot; Life, Accident and Health license and FINRA SIE, Series 6 or 7 and 63 licenses
 
 
 Preferred
 
 
 &middot; 2-5 years in wealth management or investment management industry
 
 
 
 Salary Range
 
 
 
 &middot; $60K-$85K plus bonus (depending on experience)
 
 
 
 
 
 
 
 
 2 days in midtown
 
 
 60-85k
 
</div>

Wealth Client Service Associate

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