Senior Client Service Associate
$100k - $120kGemHarvest Executive Recruiting
Job Description
Senior Client Service Associate
\nSuccessful, Growing $1B+ AUM Independent Wealth Management Firm
\nMidtown Manhattan
\n \nA successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service/operations role supporting ultra-high-net-worth client onboarding and transitions.
\n \nWhat You’ll Do
\n- \n
- Lead new client transitions from signed engagement through account setup \n
- Handle account openings, custodial paperwork, money movement, onboarding calls, and documentation \n
- Coordinate with advisory and operations teams to ensure a smooth client experience \n
What’s Offered
\n- \n
- $100,000–$120,000 base range, plus $5,000–$18,000 bonus/benefits \n
- Monday–Thursday in office, Friday remote \n
- Long-term client service/operations role \n
What You Bring
\n- \n
- Bachelor's Degree \n
- 6+ years of RIA, private wealth, or family office client service/operations experience \n
- UHNW client experience and strong follow-through \n
- Experience with Schwab and/or Pershing; Addepar, Black Diamond, or similar reporting platforms helpful \n
- Must be within a 45-minute commute to Midtown Manhattan \n
Vacancy posted 25 days ago
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