Windward Recruiting
Recruitment • Finance • B2B
Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.
Client Service Associate
Job not on LinkedIn
November 8
🗽 New York – Remote
💵 $65k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🚫👨🎓 No degree required
Windward Recruiting
Recruitment • Finance • B2B
Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.
📋 Description
• Respond to client requests with timeliness and accuracy • Process account opening applications, transfer paperwork, money movements and/or other various custodial tasks • Manage notes, activities, workflows and reports in Redtail CRM • Generate trades, following specific instructions from advisors • Manage and execute client deliverables after the advisors’ meetings and communicate with clients to follow up • Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
🎯 Requirements
• 3 years of financial services experience and prior remote working experience • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.) • Ability to prioritize tasks, problem-solve, and meet deadlines • Organization skills & attention to detail • Ability to work independently while prioritizing projects and managing your time – we do not micromanage • Ability to learn and implement new technology and software quickly • Ability to communicate well and work in a collaborative environment • Ability to follow office processes and policies related to office operations & client privacy
🏖️ Benefits
• Health Insurance Plan with Company Contribution (50% of premium) • Simple IRA with 3% employer match • Generous PTO Policy & Paid Holidays – 13 PTO days to start • Great Work/Life Balance with a Monday-Friday Schedule
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