Client Service Associate

Compensation

$105,000 – $120,000 base salary + benefits

Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the operational infrastructure to support that expansion. This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurately.

This is an ideal role for a detail-oriented, experienced wealth management professional who enjoys owning processes from start to finish. A portion of the position is focused on alternative investments, making it a strong fit for someone who thrives in complex, deadline-driven environments and takes pride in precision, follow‑through, and accountability. You will be a key partner to advisors and clients, ensuring that accounts, reporting, and service workflows are executed at a high level.

• Alternative Investment Operations:
  • Coordinate subscriptions, funding, redemptions, and ongoing servicing.
  • Support exchange fund activity (including 1031 and 351 transactions).
  • Maintain internal tracking to ensure requests move forward efficiently.
• Custodian & Account Management:
  • Open and maintain accounts across custodians (Schwab, Fidelity, etc.).
  • Support house holding and account maintenance.
  • Handle service requests, paperwork processing, and follow‑ups.
  • Maintain current Docu Sign templates and custodian forms.
• Systems & Data Integrity:
  • Maintain account and portfolio accuracy in Black Diamond.
  • Update benchmarks, fee schedules, naming conventions, and classifications.
  • Support integrations across CRM, eMoney, and Nitrogen.
  • Resolve duplicates, outdated records, and data inconsistencies.
  • Ensure systems are client‑ready and operationally accurate.
• Client Service & Ongoing:
  • Conduct 30‑day onboarding check‑ins.
  • Coordinate annual client information reviews.
  • Assist clients with custodian portal access and reporting access.
  • Maintain accurate beneficiary documents.
• Live Onboarding Projects:
  • Contribute to operational improvement initiatives.
  • Document processes and meeting notes within the CRM.
  • Provide administrative backup support when needed.
  • Maintain internal contact list and communication tools.

• 5–8 years of experience in wealth management operations or client service.
• Strong familiarity with alternative investment workflows (preferred).
• Experience working with custodians and multiple advisory platforms.
• High attention to detail and strong deadline management.
• Ability to work independently and take ownership of processes.
• Strong written and verbal communication skills.
• Flexible and solutions‑oriented in a fast‑moving environment.

Opportunity to join a growing firm where your impact is visible and valued. High level of ownership and autonomy. Ability to help shape operational ...