Senior Client Service Specialist

Senior Client Service Associate

District Partners has been engaged by a highly respected, independent multi-family office that provides comprehensive wealth management services to ultra-high-net-worth individuals and families. The firm delivers an integrated approach to financial planning, investment management, tax planning and compliance, estate planning, risk management, and family office services. Built on a foundation of exceptional client service and long-term relationships, the team is committed to delivering a personalized, white-glove experience while fostering a collaborative and growth-oriented culture.

The firm is seeking a confident, proactive, and detail-oriented Senior Client Service Associate to join its growing team. This is an excellent opportunity for a motivated professional looking to build a long-term career with a firm that values excellence, professional development, and exceptional client service. The position offers a competitive compensation and benefits package, along with meaningful opportunities for career advancement.

As a Senior Client Service Associate, you will serve as a key member of the client service team, partnering closely with advisors, clients, and external professionals to ensure a seamless client experience. This senior-level role combines relationship management, operational execution, and cross-functional collaboration within a sophisticated wealth management environment.

What You'll Do:

• Own core client operations workflows with a bias for speed, precision, and proactive communication
• Serve as senior escalation point and subject matter expert for onboarding, transfers/ACATs, money movement and complex documentation
• Partner with the Client Service Manager to expand automation and technology across client services while protecting compliance and quality standards
• Proactively engaging with the team to prioritize workload, providing client service updates, and escalating potential issues when appropriate
• Support firm-wide initiatives such as custodial integrations, CRM/workflow enhancements, and process improvement projects
• Coordinate the delivery of tax returns to clients for signature and the processing of related tax payments
• Ensure high standards for documentation, client communication, and operational risk controls
• Maintain detailed information and prepare reports using CRM software
• Perform internet-based research when requested to support client team and clients
• Resolve inquiries for clients under scope
• Assist Office Assistant with answering, screening, and transferring inbound phone calls
• Other duties and management of projects assigned

What You'll Have:

• Ideal candidate has 3 to 5 years of client service experience in MFO or RIA
• Proven track record of direct client interaction delivering white-glove service
• Deep working knowledge of custodial processes (onboarding, transfers, money movement, reporting)
• High service orientation and comfort working with clients and Wealth Managers
• Proficiency with custodial platforms (Fidelity, Charles Schwab), CRM systems, and modern workflow tools
• Advanced computer skills - Microsoft Suite of Products (Word, Outlook, Excel, PowerPoint) and CRM

Skills and Competencies:

• Communication skills - written and verbal
• Strong planning and organizational habits
• Solutions Oriented
• Works well in team environment
• Strong Interpersonal skills
• Attention to detail and accuracy
• Information gathering and information monitoring
• Flexibility
• Adaptability
• Customer service orientation