Client Service Associate

Senior Client Service Associate – Wealth Management Operations (Family Office) Work Arrangement: Hybrid (4 days in office) Compensation: $90,000–$140,000 base salary + bonus Overview A well‑established financial services organization is seeking an experienced Senior Associate to support the operational and administrative needs of complex client portfolios. This role is ideal for a seasoned professional who brings strong investment operations knowledge and enjoys working behind the scenes to ensure accuracy, efficiency, and exceptional service delivery. Responsibilities Support client onboarding and ongoing account maintenance activities Execute and monitor portfolio transactions, including capital calls, distributions, and money movement Assist with portfolio review preparation and related reporting materials Address daily portfolio‑and‑account-related inquiries from internal stakeholders Process documentation related to investment activity, account changes, and regulatory requirements Maintain accurate records across internal systems and workflows Coordinate with internal teams to ensure timely and precise execution of client‑related requests Participate in process improvements and special projects as needed Requirements Series 65 required or equivalent registration (Series 6/63 acceptable) 5–12+ years of relevant experience within financial services operations Prior experience supporting high‑net‑worth client relationships strongly preferred Solid understanding of investment operations and portfolio administration Familiarity with major custodial platforms a plus Strong attention to detail and ability to manage multiple priorities Clear and professional written and verbal communication skills Reliable, proactive, and comfortable working in a fast‑paced environment Hybrid work schedule with a strong in‑office presence Competitive compensation package with bonus potential Opportunity to join a stable, collaborative, and high‑performing team #J-18808-Ljbffr Masis Professional Group