Senior Client Service Associate
jcw groupBrooklyn, NY
Senior Client Service Associate
jcw groupBrooklyn, NYSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsBrokerage Clerks
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)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. Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.
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, xhmxlyz 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
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Level
Senior L5
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago