Senior Client Associate

Description

Senior Client Associate

Title: Senior Client Associate

Location: Berwyn, PA / Suburban Philadelphia, PA (On-site with future hybrid flexibility)

Employment Type: Full-Time, Exempt

Reports To: Founder & Lead Advisor (with potential future reporting to a Director of Operations)

Compensation: $90,000-$100,000+ Base Salary plus bonus

Overview

We are seeking an exceptional career Client Associate to provide operational and relational support for a growing independent wealth management practice serving high-net-worth and ultra-high-net-worth families. This role requires judgment, discretion, operational rigor, and the ability to operate independently in a founder-led environment.

This individual will partner closely with the Founder during and after a significant business transition and will play a critical role in delivering a seamless, white-glove experience to clients. The ideal candidate blends operational excellence, emotional intelligence, and proactive ownership - the kind of person clients ask for by name.

• Client Experience & Relationship Management:
  Serve as a primary point of contact for clients, delivering a warm, professional, and highly personalized service experience
• Build long-term client relationships rooted in trust, consistency, and genuine care (remembering families, life events, preferences, and priorities)
• Proactively communicate with clients regarding account activity, paperwork status, follow-ups, and next steps
• Coordinate meeting logistics, prepare materials, and ensure all client interactions are smooth and well-prepared
• Operations & Account Administration:
  Open, transfer, and maintain client accounts with accuracy and urgency
• Handle money movement requests, distributions, beneficiary updates, and account maintenance
• Monitor and resolve account discrepancies, variances, and operational issues before they escalate
• Maintain meticulous records and documentation in accordance with compliance and firm standards
• Compliance & Risk Awareness:
  Support compliance processes through recordkeeping and coordination with external providers
• Assist with audit preparation and regulatory documentation requests
• Maintain confidentiality and professional discretion at all times

• Investment decision-making or portfolio management
• Trading authority
• Compliance interpretation or regulatory sign-off
• Firm-level strategic or vendor decisions

• 7–15+ years of experience as a Client Associate, Client Service Manager, or similar role in wealth management
• Experience working in high-net-worth or ultra-high-net-worth client environments
• Strong operational background with deep understanding of brokerage, RIA, or custodial platforms
• Strong familiarity with custodial platforms (Fidelity, Pershing, Goldman/ GSAS preferred)
• Naturally relational, empathetic, and client-centered - not transactional
• Exceptionally organized, detail-oriented, and proactive
• Comfortable operating with autonomy and ownership in a founder-led environment

• Base Salary: $90,000 – $100,000+ (top of market for the right candidate)
• Total Compensation Potential: $100,000 – $120,000+ (base + bonus/variable compensation)
• Flexible hybrid work arrangement once fully onboarded
• Competitive benefits package (health insurance, retirement plan, paid time off)
• Willingness to pay a signing or transition stipend for the right hire