Registered Senior Client Associate

Description (Registered) Senior Client Service Associate, Wealth Management 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. Position Overview – 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. Your Role & Responsibilities You will support end-to-end operations that impact client service and firm efficiency, including but not limited to: Client Service & Operational Support 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 Wealth Management Operations & Account Onboarding 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 Advisor & Practice Management Support 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 Client Experience & Event Coordination 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 Operational & Office Support Assist with client technology troubleshooting Manage FedEx and outgoing mail coordination Support building-related issues and vendor coordination as needed Oversee administrative workflows and internal task queues Requirements What We’re Looking For 4-10+ years of experience within wealth management, private wealth, family office, or financial services environments Prior experience in roles such as: Senior Client Associate Wealth Management Associate Private Wealth Associate Operations Manager within an RIA or advisory practice Strong understanding of wealth management operations, investment accounts, financial markets, and client service workflows Experience supporting high-net-worth and ultra-high-net-worth clientele preferred Familiarity with custodial platforms such as Pershing, Schwab, Fidelity, or similar CRM experience preferred Strong organizational skills with exceptional attention to detail and follow-through Ability to prioritize and manage multiple competing priorities in a fast-paced environment Excellent written and verbal communication skills High emotional intelligence, professionalism, discretion, and client-centric mindset Self-starter who is proactive, resourceful, and capable of working independently Series 7 and 66/65 preferred or willingness to obtain Why Join Quorum Private Wealth Management? Competitive Base Salary ($105,000-$135,000 – Commensurate with Experience) + Discretionary Annual Firm Bonus Potential Opportunity to join a growing, multi-generational advisory practice at a pivotal scaling stage Direct exposure to senior advisors and high-net-worth client relationships Collaborative, team-oriented environment rooted in trust and accountability Opportunity to help shape and build internal processes and client experience infrastructure Opportunity for professional mentorship Long-term growth potential within operations, client service, or marketing support tracks Access to dealth, dental, vision insurance 401(k) Safe Harbor Contribution Paid time off Firm-supported professional development #J-18808-Ljbffr Sanctuary Wealth Group LLC