Senior Client Associate

Job Summary & Introduction

I'm recruiting for an established, employee-owned wealth management firm seeking a Senior Client Service Associate to join a collaborative team supporting experienced Financial Advisors and High Net Worth clients. This is an excellent opportunity for someone who enjoys building client relationships, managing complex account activity, and serving as a trusted operational partner within a sophisticated wealth management practice. This position offers direct exposure to High Net Worth clients, a team-oriented culture, strong long-term career growth, and a competitive compensation package.

• Bachelor's degree required
• 3+ years of experience supporting Financial Advisors or Wealth Management professionals
• Experience working with High Net Worth client relationships
• FINRA Series 7 and 66 licenses preferred
• Experience with account opening, maintenance, and client onboarding
• Knowledge of asset movement processing including wires, journals, and EFTs
• Familiarity with estates and trust account administration preferred
• Experience using CRM and wealth management technology platforms
• Strong proficiency in Microsoft Office
• Excellent verbal and written communication skills
• Exceptional organizational skills with the ability to manage multiple priorities
• Detail-oriented with a proactive, client-first mindset
• Ability to work independently while collaborating effectively with a team

As the primary operational support partner to a team of Financial Advisors, you will play a critical role in delivering an exceptional client experience while ensuring the efficient day-to-day administration of client relationships.

• coordinating client onboarding
• preparing new account documentation
• maintaining account records
• processing asset transfers
• supporting billing and reporting activities
• resolving client service requests
• assisting with tax-related documentation
• maintaining accurate client records within the firm's CRM
• prepare operational documentation
• review exception reports
• coordinate with internal departments on compliance and operational matters
• assist with trade execution and trade corrections when appropriate

The ideal candidate is organized, adaptable, and service-oriented with the ability to thrive in a dynamic environment supporting High Net Worth clients. Success in this role requires strong attention to detail, sound judgment, excellent communication skills, and a commitment to delivering a high level of client service.

Base salary of $75,000 to $95,000, plus a cash bonus.