Wealth Management Client Service Associate - Business Management & Family Office (52211)

Overview: Salary Range $60,000.00 - $95,000.00 Salary Position Type Full Time / Experienced Level Category Advisory - Business Mgmt & Family Office

Job Description: Wealth Management Client Service Associate Firm Overview Citrin Cooperman Wealth Management, LLC is a premier boutique Registered Investment Advisor (RIA) and multi-family office dedicated to providing high-touch, customized wealth management solutions for high-net-worth individuals and families. Our team is committed to excellence, professionalism, and delivering a seamless client experience across generations.

Position Summary: We are seeking a highly organized and detail-oriented Client Service Associate to join our growing Registered Investment Advisor (RIA) firm. This individual will play a critical role in delivering an exceptional client experience by supporting advisors and serving as a primary point of contact for operational and service-related client needs. The ideal candidate has experience in wealth management operations, client onboarding, Fidelity or Schwab custodial platforms, and account maintenance. This position requires a proactive professional who thrives in a fast-paced environment and is committed to providing outstanding client service while ensuring accuracy and efficiency in all administrative and operational processes.

Key Responsibilities: Operations & Client Onboarding Own the end-to-end new client onboarding experience, including preparing and processing custodial paperwork. Assist with daily operational tasks and account maintenance across multiple platforms. Money Movements Facilitate all client funds transfers, including wires, ACHs, and journals, while ensuring accuracy and compliance with firm policies. Meeting & Communication Management Manage advisor calendars and schedule client meetings. Handle inbound calls and inquiries with a professional presence. Reporting & Data Entry Generate and reconcile recurring reports. Maintain accurate and up-to-date client records within the CRM.Administrative Support Handle the sending and receiving of mail and client packets. Facilitate the sharing of client data from the tax department and support tax document distribution. Marketing Assistance Coordinate marketing emails and assist with the development of marketing templates. Ad Hoc Projects Participate in firm-wide initiatives, such as technology adoption and process automation.

Qualifications: Experience 3+ years of experience in wealth management. Technical Proficiency Custodial Platforms Proficiency in Schwab Advisor Center or Fidelity Wealthscape is required. Portfolio Management Experience with Orion Advisor Technology or Black Diamond for reporting and performance analysis is preferred. Soft Skills Superior organizational skills, high attention to detail, and a proactive mindset for problem-solving.