Client Service Associate

Our client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct client contact.ResponsibilitiesOpen, title, and maintain accounts with custodians; manage ACATs and transfersProcess contributions, distributions, RMDs, wires, journals, and cash management requestsAct as a first point of contact for client inquiries and follow-up itemsMaintain CRM records, client documentation, and data integrityPrepare paperwork and materials for client meetings; handle post-meeting workflowSupport quarterly billing, performance reporting, and account reconciliationAssist with compliance items including KYC/AML documentation and books-and-records upkeepRequirements3+ years in client service or operations at an RIA, wealth management firm, or custodianSeries 7 and 65/66 license required.Hands-on experience with custodial platforms (Schwab, Fidelity, or Pershing)Working knowledge of portfolio management and CRM systems (Orion, Addepar, Black Diamond, Tamarac, Salesforce, Redtail, or similar)Familiarity with individual, joint, trust, IRA, and entity account typesHigh attention to detail and comfort managing a high volume of service requests