Client Service Associate

Job Description

Job Description

Compensation: Up to $225,000

About Our Client:

Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the operational infrastructure to support that expansion.

This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurately.

The Opportunity:

This is an ideal role for a detail-oriented, experienced wealth management professional who enjoys owning processes from start to finish.

A portion of the position is focused on alternative investments, making it a strong fit for someone who thrives in complex, deadline-driven environments and takes pride in precision, follow-through, and accountability.

You will be a key partner to advisors and clients, ensuring that accounts, reporting, and service workflows are executed at a high level.

Key Responsibilities:

Alternative Investment Operations:

• Coordinate subscriptions, funding, redemptions, and ongoing servicing
• Support exchange fund activity (including 1031 and 351 transactions)
• Maintain internal tracking to ensure requests move forward efficiently

Custodian & Account Management:

• Open and maintain accounts across custodians (Schwab, Fidelity, etc.)
• Support householding and account maintenance
• Handle service requests, paperwork processing, and follow-ups
• Maintain current DocuSign templates and custodian forms

Systems & Data Integrity:

• Maintain account and portfolio accuracy in Black Diamond
• Update benchmarks, fee schedules, naming conventions, and classifications
• Support integrations across CRM, eMoney, and Nitrogen
• Resolve duplicates, outdated records, and data inconsistencies
• Ensure systems are client-ready and operationally accurate

Client Service & Ongoing Relationship Support:

• Conduct 30-day onboarding check-ins
• Coordinate annual client information reviews
• Assist clients with custodian portals and reporting access
• Maintain accurate beneficiary documentation
• Live onboarding

Projects & Firmwide Support:

• Contribute to operational improvement initiatives
• Document processes and meeting notes within the CRM
• Provide administrative backup support when needed
• Maintain internal contact lists and communication tools

Qualifications:

• 5–8 years of experience in wealth management operations or client service
• Strong familiarity with alternative investment workflows (preferred)
• Experience working with custodians and multiple advisory platforms
• High attention to detail and strong deadline management
• Ability to work independently and take ownership of processes
• Strong written and verbal communication skills
• Flexible and solutions-oriented in a fast-moving environment

Why This Role:

• Opportunity to join a growing firm where your impact is visible and valued
• High level of ownership and autonomy
• Ability to help shape operational infrastructure and best practices
• Collaborative, client-first culture