Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced client service professional who can serve as a primary point of contact for high-net-worth clients, provide proactive support to advisors, and take ownership of processes and projects that improve how the firm operates.
Key Responsibilities:- Serve as a primary point of contact for high-net-worth clients, handling day-to-day requests and communications
- Support advisors with meeting preparation, follow-up, client correspondence, and ongoing service needs
- Facilitate client onboarding and account maintenance, ensuring requests are completed accurately and efficiently
- Monitor client account activity and maintain accurate client information and records
- Coordinate across the team to ensure client requests are handled correctly and in accordance with firm procedures
- Proactively identify opportunities to improve advisor efficiency, client service, and internal processes
- Support advisor projects, scheduling, commitments, and business development efforts
- Take ownership of a firm-level specialty area, such as client onboarding, CRM and technology, family office services, training, or project management
- Develop and improve workflows, establish best practices, and lead projects within the assigned specialty area
Qualifications:- 5+ years of client service experience preferred; experience within an RIA, wealth management firm, or financial services environment is a plus
- Bachelor’s degree in finance, business, or a related field preferred
- Experience working with high-net-worth or ultra-high-net-worth clients preferred
- Strong proficiency with Microsoft Office and CRM platforms such as Salesforce
- Excellent written and verbal communication skills with strong attention to detail
- Demonstrated ability to take ownership, exercise independent judgment, and improve processes
- Strong organizational and project management skills
- Securities licensing is a plus and may be required depending on responsibilities
