Customer Service Associate - Wealth Management

Softworld, a Kelly Company

Mutual Fund Operations, Wealth Management Client Services, or Investment Operations Support). Job: Client Service Associate (Entry Level) - Investment Management. We are seeking a detail-oriented...

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Customer Service Associate - Wealth Management

Updated 1 hour ago

Company & Location

Softworld, a Kelly Company

Manhattan

📅 2026-04-02

About this role

Mutual Fund Operations, Wealth Management Client Services, or Investment Operations Support). Job: Client Service Associate (Entry Level) - Investment Management. We are seeking a detail-oriented Client Service Associate to support client relationships within a global investment management environme

About the Company

Softworld, a Kelly Company, specializes in staffing and technology solutions across various sectors, including finance and accounting.

Key Highlights

  • ✓ Focus on meeting client contractual obligations
  • ✓ Contribute to process improvement initiatives
  • ✓ Support Mutual Fund Operations and Wealth Management services
  • ✓ Opportunity to enhance client service skills

💡 Honest Take: This role can be rewarding for those who enjoy client interactions, but may involve repetitive tasks and high-pressure situations typical in financial services.

Apply now →

We may receive a referral fee when you apply through our links.

Quick Info

Company
Softworld, a Kelly Company
Location
Manhattan
Apply for this position →

We may receive a referral fee when you apply through our links.

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