Custody Operations / Middle Office Associate

Social Capital Resources

New York, NY

JOB DETAILS
SALARY
$110,000–$125,000 Per Year
SKILLS
Artificial Intelligence (AI), Career Counseling, Communication Skills, Customer Satisfaction, Customer Service Operations, Customer Support/Service, Develop and Maintain Customers, Financial Services, Multiplatform/Cross-Platform, Onboarding, Operational Support, Organizational Skills, Private Wealth Management
LOCATION
New York, NY
POSTED
1 day ago

Custody Operations / Middle Office Associate 19 hours ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Pay Range This range is provided by Social Capital Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range: $110,000.00/yr - $125,000.00/yrJob Description Rapidly growing financial services firm in Midtown, Manhattan is seeking multiple Custody Middle Office Associates for a permanent position!Responsibilities: Facilitate the execution of new client accounts from an operational and client services standpoint.Communicate with clients and offer operational support for investment accounts on multiple custodial platforms.Assist clients with the account onboarding process, ensuring account details are complete.Monitor and maintain client accounts to ensure satisfaction.Qualifications: Bachelor's Degree.2-8 years of experience in private wealth management operations and client services.Experience working in client services and operations supporting a financial advisory team is strongly preferred.Strong communication and organizational skills.Additional Details Seniority level: AssociateEmployment type: Full-timeJob function: FinanceIndustry: Investment ManagementReferrals increase your chances of interviewing at Social Capital Resources by 2x.Benefits Medical insuranceVision insurance401(k)Paid maternity leaveDisability insurancePaid paternity leave#J-18808-Ljbffr

About the Company

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Social Capital Resources