Senior Client Service Associate

Job Description

Job Description:

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You will serve as a key point of contact supporting client relationships and service interactions, providing operational leadership and high-quality service delivery. In this role you will independently manage complex transactions, oversee end-to-end execution quality, and ensure the integrity of client data and processes. Successful candidates will have a strong track record in financial services client service, exceptional interpersonal skills, the ability to exercise sound judgement and manage competing priorities with increasing independence.

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Key Responsibilities:

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• Serve as a trusted point of contact to support client relationships and service interactions
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• Own account maintenance ensuring client data and information is complete, accurate, and complies with regulatory requirements
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• Independently manage complex transactions and non-standard service requests
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• Ensure the integrity of client data and proactively resolve discrepancies
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• Lead and track team projects, seeing them through to successful completion
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• Work cross-functionally with investment, accounting, and operational departments to ensure clients’ needs are being met
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• Gather, input, and maintain key client information in the CRM (Salesforce)
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• Generate and substantiate reports for meetings
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• Mentor junior associates and be a model of values and quality of work
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Core Capabilities:

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• Drives forward with confidence – researches and identifies what needs to happen next and proactively moves requests forwards without needing to be asked
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• Go-to resource - trusted point of contact for advisors, colleagues, and clients for increasingly complex matters
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• Leads others - actively invests in the growth of junior team members; reviews others' work and provides meaningful guidance
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• Raises the bar - consistently models firm values and sets the standard others follow; a positive and stabilizing presence on the team
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• Masters the work - executes independently across all workflows and processes with minimal oversight
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Qualifications:

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• Bachelor’s degree in Finance, Accounting, Economics, or a related field
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• 3 - 6 years of experience in client service or administrative work in the financial services industry
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• Series 65 or equivalent experience
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• Proficient using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred
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• Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.
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