Senior Client Service Associate

Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients.

They’re looking for an experienced client service professional who can manage day-to-day client needs, coordinate account activity, and serve as a reliable point of contact for both clients and advisors. This is a hands-on role for someone who is organized, detail-oriented, and comfortable taking ownership in a fast-paced wealth management environment.

Key Responsibilities

• Serve as a primary point of contact for clients and handle ongoing service requests and communications
• Support advisors with client meeting preparation, follow-up, and day-to-day relationship management
• Manage account opening, maintenance, transfers, money movement, and other client account activity
• Coordinate client onboarding and ensure documentation is completed accurately and efficiently
• Maintain accurate client records and information within CRM and portfolio management systems
• Work with custodians and other external partners to resolve account-related requests and issues
• Track outstanding client and advisor requests through completion
• Identify opportunities to improve client service processes and internal workflows
• Assist with additional client service and operational projects as needed

Qualifications

• 10+ years of client service experience within an RIA, wealth management firm, private bank, or similar financial services environment
• Experience supporting high-net-worth or ultra-high-net-worth clients
• Strong knowledge of investment account administration, including onboarding, account maintenance, transfers, and money movement
• Experience working with major custodians and CRM platforms
• Strong written and verbal communication skills
• Excellent attention to detail and organizational skills
• Ability to manage multiple priorities and take ownership of client requests