Senior Client Associate

Senior Client Associate

Base pay range: $95,000.00 /yr - $ /yr.

Our client, a respected advisory firm, is seeking a Senior Client Associate to deliver exceptional service and trusted guidance to high‑net‑worth clients. The role combines comprehensive trust administration with proactive relationship management, ensuring smooth account operations and personalized support.

Work Model: Hybrid

• Manage trust and estate administration activities such as monitoring balances and processing distributions.
• Coordinate account openings, closings, and asset transfers.
• Oversee client onboarding and ensure accurate documentation.
• Build and maintain strong relationships with clients and their external advisors.
• Assist with investment recommendations and trade execution.
• Support gifting activities and prepare related correspondence.
• Maintain organized client records and ensure compliance with fiduciary standards.
• Contribute to team projects and process improvement initiatives.

• Strong understanding of trust and estate processes and fiduciary principles.
• Exceptional communication skills, both verbal and written, with the ability to build trust and rapport with clients and external advisors.
• Demonstrated ability to manage multiple priorities accurately while adapting to shifting demands.
• Professional discretion in handling confidential matters.
• A proactive and collaborative mindset with internal motivation.
• Strong organizational skills and attention to detail.
• Proficiency in financial systems and standard office tools.

Beacon Hill offers a robust benefit package including medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successful hiring, details will be provided related to our benefit offerings.

Beacon Hill is an equal opportunity employer; individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

We look forward to working with you.