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Client Services Associate

Position ID: JMS/NYNYClient
Location: New York NY

Client Services Associate


Our client is a highly-distinguished trust company with over $22.0 billion in assets under management. They provide Fee-based advisory services and excellent client service, evidenced by their client retention and team approach. They are part of a leading global financial institution sharing a commitment to outstanding client service and investment excellence.


They are looking for a client services associate to provide account administrative support for high net worth client portfolios. This will include but not limited to the opening of personal accounts, ongoing account administration, input all cash processing functions, manage all aspects of gifting, manage clients’ quarterly tax payments and annual IRAcontributions/RMDs.


The desired candidate will possess:

  • Bachelor’s degree or 2-3 years’ experience in trust and/or investments
  • Strong client service orientation
  • Knowledge of TrustDesk and ORS systems
  • Working knowledge of CSC system


They are recognized for being committed to delivering personalized, integrated and objective wealth management solutions in a family office environment.


Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at

To apply for this position, submit your resume by choosing one or more of the following:



2.)   Email your resume in WORD format to  Please refer to job reference code JMS/NYNYClient in the subject line.


3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/NYNYClient 



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