Client Service Associate

Our client, a growing RIA serving high-net-worth individuals and families, is seeking a Client Service Associate to support and manage relationships across an existing book of HNW investment clients.

• Serve as a primary point of contact for an existing book of high-net-worth investment clients.
• Manage day-to-day client service needs, including account maintenance, money movements, distributions, transfers, and paperwork.
• Coordinate account openings, onboarding, and ongoing account administration.
• Work closely with Financial Advisors and Investment Professionals to execute client requests and maintain a high level of service.
• Prepare for and participate in client meetings, including gathering account information and following up on action items.
• Communicate with custodians, investment managers, and other third parties as needed.
• Maintain accurate and complete client records and ensure timely follow-up on outstanding items.
• Assist with investment-related client requests and provide support throughout the client relationship.
• Identify client needs and proactively address service issues.

• 5+ years of experience in wealth management, financial services, or a similar client service role.
• Experience supporting high-net-worth investment clients required.
• Series 7 and 63/65/or 66 licenses required
• Strong understanding of investment accounts, securities, and wealth management processes.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple client requests and priorities in a fast-paced environment.
• Experience working directly with advisors, portfolio managers, custodians, and high-net-worth clients.