Now Hiring – Client Relationship Associate

Klingman & Associates is a dynamic, growing independent wealth management firm. To help support our growing needs, we are looking to add new members to our team.

We are actively hiring for the role of Client Relationship Associate. If you are interested in joining our team, please email Gleny Cruz, Director of Client Services: gcruz@Klingmanria.com.

Mission:

The Client Relationship Associate (CRA) assists the firm’s Wealth Advisors in servicing the needs of their clients, often serving as the first point of communication for the client.

Outcomes Expected of a Client Relationship Associate:

• Continually develop and strengthen relationships with clients
• Provide timely and accurate responses to operational and administrative client inquiries
• Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
• Manage all communication between clients and the firm’s custodians
• Prepare for and complete special projects throughout the year
• Consistently identify opportunities the company to improve its client service and/or operations capabilities

Role-Specific Competencies Required:

• Attention to detail and follow through
• Excellent verbal and written communication skills in building relationships
• Adaptability to changing entrepreneurial environment
• Strength in multi-tasking

Klingman & Associates-Related Competencies Required:

• Steadfast commitment to serving clients’ needs
• Acts with unwavering integrity
• Team oriented
• Proactively work to improve the business
• Accountability