Client Service Associate

New City Family Office is seeking a Client Service Associate to support day-to-day client service, account operations, and administrative functions for our high-net-worth client base. This is an operational and administrative role ideal for someone with prior RIA or wirehouse client service who is looking to grow within a boutique family office environment. The role works closely with advisors and custodians to execute trades, process account paperwork, and keep client accounts running smoothly.

• Serve as a front-line point of contact for client questions regarding account status, transfers, and paperwork.
• Prepare and process new account forms, account transfers (ACATs), and beneficiary updates.
• Coordinate with custodians (e.g., Schwab, Fidelity, Pershing) to resolve client servicing requests.
• Schedule client meetings and prepare supporting materials for advisors.

• Enter and execute client trades and rebalancing instructions accurately and within firm compliance guidelines.
• Process money movements including wires, ACH transfers, checks, and internal journal entries.
• Monitor trade settlement and resolve discrepancies with custodians or clearing firms.
• Maintain accurate records of client instructions, trade confirmations, and account activity.

• Maintain and update CRM records and client files.
• Support fee billing calculations and invoicing.
• Assist with compliance documentation, recordkeeping, and audit preparation.
• Provide general office administration, correspondence, and scheduling support.

• 1-2 years of experience in client service or operations at an RIA, wirehouse, or broker-dealer (internship experience considered).
• Bachelor’s degree preferred; equivalent experience will be considered.
• Familiarity with custodial platforms (e.g., Schwab Advisor Services,
• Fidelity Wealth Access, Pershing) is a plus.
• SIE, Series 7, or Series 63 licensing is a plus but not required.
• Strong attention to detail, organizational skills, and discretion handling confidential client information.
• Proficient in Microsoft Office and comfortable learning CRM/portfolio management software (e.g., Salesforce, Redtail, Wealthbox).