Client Service Associate

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naming conventions, and classifications Support integrations across CRM, eMoney, and Nitrogen Resolve duplicates, outdated records, and data inconsistencies Ensure systems are client-ready and operationally accurate Client Service & Ongoing Relationship Support: Conduct 30-day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 #J-18808-Ljbffr CMC Recruiting