Save Job Back to Search Job Description Summary Similar JobsJoin 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 DescriptionOversee client portfolio activityWork cross-functionally with operations to support onboardingAddress 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.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 ApplicantA successful Client Advisory Associate should have:2 years prior advisory or client services experienceExperience in an investment advisory, wealth management, OCIO platformAbility 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 OfferSalary range of $90,000 to $110,000 plus bonusFull benefits package including 401kOnsite 4 days/week in ManhattanInterested? Apply today.ContactRyan SchiavoneQuote job refJN-092026-7107441Job summarySectorFinancial ServicesSub SectorPortfolio / Fund / Asset ManagerIndustryFinancial ServicesWhereNew YorkContract TypePermanentConsultant nameRyan SchiavoneJob ReferenceJN-092026-7107441
