Senior Client Service Associate
GemHarvest Executive Recruiting
Overview Successful, Growing $1B+ AUM Independent Wealth Management Firm — Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service/operations role supporting ultra-high-net-worth client onboarding and transitions. What You’ll Do Lead new client transitions from signed engagement through account setup Handle account openings, custodial paperwork, money movement, onboarding calls, and documentation Coordinate with advisory and operations teams to ensure a smooth client experience What’s Offered Monday–Thursday in office, Friday remote Long-term client service/operations role What You Bring Bachelor's Degree 6+ years of RIA, private wealth, or family office client service/operations experience UHNW client experience and strong follow-through Experience with Schwab and/or Pershing; Addepar, Black Diamond, or similar reporting platforms helpful #J-18808-Ljbffr
Vacancy posted 22 hours ago
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