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4 results for Client Relationship Associate Wealth Management in New York, NY

Client Relationship Associate - Wealth Management

New York, NY
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office. Responsibilities:<ul><li>Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication</li><li>Continually develop and strengthen relationships with clients</li><li>Provide timely and accurate responses to operational and administrative client inquiries</li><li>Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts</li><li>Manage all communication between clients and the firm’s custodians</li><li>Prepare for and complete special projects throughout the year</li><li>Consistently identify opportunities the company to improve its client service and/or operations capabilities</li></ul>
2026-04-27T00:00:00Z

Wealth Advisor Associate

New York, NY
onsite
Permanent / Full Time
200000 - 225000 USD / Yearly
We are looking for an experienced Wealth Advisor Associate to support a high-performing private wealth practice serving high-net-worth individuals and families in New York, New York. This role combines hands-on client service, operational coordination, and advisory support, with meaningful exposure to investment implementation and wealth planning activity. The position is well suited for someone who is confident managing day-to-day client needs while building toward greater relationship responsibility over time.Up to $225K OTE: $100-120k base + bonus + production bonus Responsibilities:• Partner with the lead advisor to organize client meetings, develop materials, document key discussion points, and ensure timely completion of next steps.• Oversee day-to-day service for an assigned group of client relationships, delivering responsive support and helping maintain a consistently high standard of client experience.• Coordinate investment-related follow-up by preparing review materials, assisting with proposals, supporting portfolio implementation, and recording advisory decisions accurately.• Work with internal specialists to turn planning and investment recommendations into clear client communications and actionable deliverables.• Facilitate financial planning and estate planning workflows by gathering information, collecting documentation, scheduling discussions, and monitoring progress on open items.• Handle core administrative and account service activities, including maintenance requests, form processing, document routing, and general client servicing needs.• Maintain strong team organization through accurate CRM updates, structured task management, orderly document retention, and consistent use of standardized materials.• Contribute to team initiatives focused on market developments, business priorities, process enhancements, and thoughtful use of AI-enabled tools to improve efficiency and output quality.
2026-04-28T00:00:00Z

Credit Asset Management Associate - ABS / Structured Finance

Manhattan, NY
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Robert Half Financial Services are hiring for an Asset Management Associate role for a Private Credit Investment firm located in midtown Manhattan New York. Our client requires 2+ years Credit Analysis, Credit Risk or Structured Finance experience at an Investment/Lending firm, Ratings Agency or Bank. Must have knowledge of Asset Backed Financing, ABS or Structured Credit; and strong Financial Modeling/Excel skills. The role requires 5 days per week in the midtown Manhattan office. The Asset Management team is responsible for data management, risk management, enhancing the ability to analyze trends, apply insights across portfolios (existing and new), automate operational systems, and support continued growth. Responsibilities:<ul><li>Ongoing surveillance and risk management of investments</li><li>Leveraging internal and external data (e.g. servicer data, credit bureau data, financial accounting data, marketing data, etc.) to create best-in-class reporting</li><li>Investigate and provide detailed responses to ad hoc management reporting requests</li><li>Identify and analyze general market and specific portfolio trends to inform risk management decisions</li><li>Work with FP&A and management to create and maintain risk adjusted returns framework, including loss forecasting and portfolio analytics</li><li>Interface and coordinate with internal and external stakeholders</li></ul>
2026-04-06T00:00:00Z

Power Trading - Finance Associate

Stamford, CT
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Power Trading - Finance / Treasury Associate Our client a growing hedge fund based in Stamford, CT has a high visibility position supporting their Power desk. The position is part of the global treasury team and focuses on both deal pricing and liquidity management. The firm is known for a positive / team culture, and for promoting from within. For immediate consideration email your resume to austin.royle@rhi.
2026-04-22T00:00:00Z