Senior Client Service Associate, Wealth Operations

Senior Wealth Client Service Associate

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Job Summary

The Senior Wealth Client Service Associate serves as a senior-level member of the client service team, responsible for delivering exceptional client experiences while providing leadership, technical expertise, and operational oversight. Building upon the core CSA responsibilities, this role owns more complex client relationships, serves as a subject matter expert across systems and processes, and plays a critical role in training, mentoring, and driving process improvements.

The Senior CSA proactively identifies opportunities to enhance the client experience, resolve complex issues, and partners closely with advisors and firm leadership to ensure consistent, high-quality service delivery across the organization.

What You'll Gain/Impact

• Opportunity to serve as a senior-level leader in client service, directly shaping the quality and consistency of high-touch client experiences across a complex book of relationships
• Exposure to sophisticated wealth management operations, including complex account structures, custodial platforms, and multi-faceted service scenarios that deepen your industry expertise
• Ability to influence team performance and professional growth by mentoring and coaching fellow Client Service Associates, leaving a lasting impact on the broader service culture
• A platform to drive meaningful process improvements and operational efficiencies that enhance scalability and reduce risk across the organization
• Hands-on collaboration with advisors and firm leadership, positioning you as a trusted subject matter expert and strategic partner in service delivery

Key Responsibilities

• Own and manage a complex book of client relationships, ensuring a high-touch, proactive service experience.
• Serve as the primary point of contact for advanced client needs, including complex money movement, account structures, and non-standard requests.
• Translate client needs into appropriate actions across custodians, internal teams, and systems, ensuring accurate execution from start to finish.
• Anticipate client needs and proactively identify opportunities to improve service delivery.
• Take full ownership of complex service requests, ensuring timely resolution with minimal client impact.
• Maintain oversight of data integrity within CRM and ensure accurate reporting and tracking of client activities.
• Demonstrate deep knowledge of firm systems, workflows, and custodial platforms to effectively support client and advisor needs.
• Serve as a resource for complex account structures, including specialized paperwork and processes.
• Provide guidance to team members on system usage, workflows, and best practice.
• Act as a mentor and role model for CSAs, providing coaching, guidance, and support on both technical and client service skills.
• Support onboarding and training efforts for new team members across CSA and broader service teams.
• Promote a culture of accountability, collaboration, and continuous improvement within the team.
• Identify inefficiencies and lead efforts to improve workflows, enhance scalability, and reduce operational risk.
• Serve as a subject matter expert for key processes, tools, or service areas.

Candidate Qualifications

• Bachelor's degree (preferred)
• Six+ years of directly related industry experience (preferred); experience in financial planning and/or the securities industry.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients.
• Demonstrated ability to manage complex client relationships independently.
• Advanced knowledge of custodial platforms, CRM systems, and operational workflows.
• Proven ability to mentor, train, and influence team members.
• Excellent communication and interpersonal skills, with a strong client service orientation.
• High level of accuracy, attention to detail, and organizational skills.

Preferred Skills

• Strong problem-solving skills with the ability to assess complex situations and implement effective solutions.
• Strong professionalism, integrity, and commitment to confidentiality.
• Knowledge of regulatory requirements, industry best practices, and technology solutions.
• Deep understanding of financial planning concepts, account types, and investment operations.
• Experience supporting alternative investments or complex account structures.
• Ability to drive process improvement and contribute to operational strategy.
• Resourceful, proactive, and solutions-oriented mindset.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What's in it for you:

• Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.