Registered Senior Client Associate

Location: Morristown, NJ (In-office, Monday-Friday)

Compensation Range: See details below.

Type: Full-Time

Reports To: Senior Advisor

Firm: Quorum Private Wealth - East

Join Our Team at Quorum Private Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Quorum Private Wealth, our approach is rooted in integrity, collaboration, and deeply personal relationships with multi-generational families. We are a growing, high-touch advisory practice operating under Sanctuary Wealth, serving a select group of households with a strong emphasis on financial planning, investment strategy, and long-term trust.

As we continue to scale, we are building a team of highly organized, execution-driven professionals who take pride in operational excellence, proactive client service, and seamless behind-the-scenes support.

Quorum Private Wealth - East is seeking an Registered Senior Client Associate to act as a trusted partner to advisors and a central point of coordination across client service, operations, and relationship management. This individual will oversee complex client servicing needs, support high-net-worth client relationships, manage operational workflows, and help ensure consistency, efficiency, and excellence across the practice.

This individual will play a highly visible role both internally and externally, serving as a primary day-to-day contact for clients while partnering closely with advisors to execute deliverables, manage priorities, and maintain exceptional service standards.

• Serve as a primary point of contact for high-net-worth and ultra-high-net-worth clients regarding service requests, account needs, and ongoing relationship support
• Build strong, trusted relationships through proactive communication, responsiveness, and attention to detail
• Coordinate and prepare for client meetings, including scheduling, agenda preparation, follow-up items, reporting, and deliverable execution
• Anticipate client needs and proactively identify opportunities to enhance the client experience
• Support advisors in delivering a high-touch, concierge-level service model across all client interactions
• Manage sensitive client situations with professionalism, discretion, and urgency

• Oversee complex operational workflows including:
• New account openings, Account transfers (ACATs), Money movement requests, Alternative investment paperwork, Beneficiary updates, Required minimum distributions, Cash management requests, Estate and trust account administration support
• Review and process wires, ACHs, journals, checks, deposits, and other transactional requests in accordance with firm policies and compliance standards
• Ensure accuracy, completeness, and timeliness of all client documentation and operational processing
• Coordinate directly with custodians, vendors, and internal partners to resolve operational issues efficiently
• Maintain accurate books and records while ensuring adherence to compliance and regulatory standards
• Identify opportunities for workflow improvement, operational scalability, and process optimization

• Act as a strategic operational partner to advisors, helping manage priorities, timelines, and execution across the business
• Assist with preparation and organization of financial planning deliverables, investment review materials, and client reporting
• Help oversee internal workflows, task management systems, and service calendars to ensure accountability and follow-through
• Support business continuity and practice management initiatives as the firm scales
• Assist with special projects, strategic initiatives, and implementation of operational enhancements

• Coordinate personalized client outreach related to life events, milestones, and relationship management initiatives
• Support planning and execution of client appreciation events, educational seminars, and firm-hosted experiences
• Help maintain consistency in client communications and overall brand presentation

• Assist…