Job Title
Join an established team in growth mode.
Collaborative group that delivers creative, thoughtful solutions.
About Our Client
$20B investment advisory firm in midtown. Serves HNW, family offices, and non-profits.
Job Description
Oversee client portfolio activity
Work cross-functionally with operations to support onboarding
Address client requests and maintain timely communication.
Prepare clear materials and information for client meetings and follow-up activities.
Maintain accurate client records and documentation to support advisory work.
Analyze client balance sheets and investment performance.
Track open client items and follow through on agreed next steps.
Review client information carefully and flag questions or missing details for resolution.
Help organize advisory workflows so client requests receive consistent attention.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
A successful Client Advisory Associate should have:
2 years prior advisory or client services experience
Experience in an investment advisory, wealth management, OCIO platform
Ability to prepare accurate client materials and maintain clear documentation.
Strong attention to detail when reviewing client information and requests.
Ability to manage multiple open items and follow through on next steps.
Clear written and verbal communication skills for client and internal discussions.
What's on Offer
Salary range of $90,000 to $110,000 plus bonus
Full benefits package including 401k
Onsite 4 days/week in Manhattan
Interested? Apply today.
Contact Ryan Schiavone Quote job ref JN-092026-7107441
Job Summary
Sector: Financial Services
Sub Sector: Portfolio / Fund / Asset Manager
Industry: Financial Services
Where: New York
Contract Type: Permanent
Consultant name: Ryan Schiavone
Job Reference: JN-092026-7107441