Private Wealth Solutions - Investor Services, Analyst/Associate


Financial Services


New York, New York

Employment Type



The private wealth arm of a prominent global investment firm is looking to hire a talented Associate to the Investor Services team.   The role will have a great mix of interesting responsibilities and significant growth opportunity.

Job Description:

Compensation : $85000 - $150000
Job ID : 12497


  • Work closely with clients to assist in all strategic aspects of helping to onboard them to the company's platform
  • Assist the team's leadership with identifying processes that can be updated and/or automated
  • Work closely with the investment team to understand the investment strategies
  • Assist in team efforts to improve client experience

Job Requirements:


  • 2+ years of client service related experience
  • Series 7 License (preferred)

  • Strong verbal and written communication skills
  • Excellent problem Analysis and resolution skill
  • Understanding of HNW and Financial Advisor operating model


Disclosure:  The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.