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Customer Investment Assistant Jobs (NOW HIRING)

Career Launch AI

Investment Partner

Manhattan, NY · On-site +1

$140K - $185K/yr

... CRM tools to track and manage investment pipelines. * Conduct market research to identify potential investment opportunities. * Monitor and evaluate the performance of existing investments. * Assist ...

Career Launch AI

Investment Associate

Manhattan, NY · On-site +1

$140K - $185K/yr

... CRM tools to track and manage investment pipelines. * Conduct market research to identify potential investment opportunities. * Monitor and evaluate the performance of existing investments. * Assist ...

Career Launch AI

Investment Analyst

New York, NY · On-site +1

$140K - $185K/yr

... CRM tools to track and manage investment pipelines. * Conduct market research to identify potential investment opportunities. * Monitor and evaluate the performance of existing investments. * Assist ...

Harmony Senior Services

Sales Assistant

Charleston, SC · On-site

$17.50 - $23/hr

... return on investment. * Assist the Vice President of Sales with analysis of daily sales functions, including inquiry follow-up, prospect communication, sales documentation, and CRM updates.

Harmony Senior Services

Sales Assistant

Charleston, SC · On-site

$17.50 - $23/hr

... return on investment. * Assist the Vice President of Sales with analysis of daily sales functions, including inquiry follow-up, prospect communication, sales documentation, and CRM updates.

Career Launch AI

Investment Banking Associate

New York, NY · On-site +1

$140K - $185K/yr

... CRM tools to track and manage investment pipelines. * Conduct market research to identify potential investment opportunities. * Monitor and evaluate the performance of existing investments. * Assist ...

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How much do customer investment assistant jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for customer investment assistant in the United States is $20.59, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $22.12 per hour, depending on experience, location, and employer.

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Customer Investment Assistant jobs near you

Investment Services Client Representative

Deerfield, IL • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

$16.25 - $22/hr

Other

Medical, Life, Retirement

Re-posted 25 days ago

Job description

Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term care insurance, and even health insurance benefits.

Primary Duties Include:

  • Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines.
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Build relationships with the personal wealth and retirement plan clients by acting as the main contact for phone and written correspondence
  • Develop new client relationships and add new clients primarily from referrals of existing clients as well as by developing their own referral sources.
  • Assist in client or 401k meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation.
  • Successfully partner with our back office for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Deposit checks received and maintain check blotter in adherence to compliance guidelines
  • Maintain client information in the CRM database
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs

Requirements

  • Bachelor’s degree in a business-related field preferred
  • The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
  • Previous experience in financial services a plus
  • Advanced computer skills (Outlook, Word, Excel and Power Point)
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control
  • Smartoffice CRM knowledge a plus
  • Series 6 and 63 or 7 and 65/66, or ability to obtain within a certain time period

Apply