Senior Client Service Associate

Senior Client Service Associate

Successful, Growing $1B+ AUM Independent Wealth Management Firm

Midtown Manhattan

Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.

A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service/operations role supporting ultra-high-net-worth client onboarding and transitions.

What You’ll Do

• Lead new client transitions from signed engagement through account setup
• Handle account openings, custodial paperwork, money movement, onboarding calls, and documentation
• Coordinate with advisory and operations teams to ensure a smooth client experience

What’s Offered

• $100,000–$120,000 base range, plus $5,000–$18,000 bonus/benefits
• Monday–Thursday in office, Friday remote
• Long-term client service/operations role

What You Bring

• Bachelor's xxzpjkt Degree
• 6+ years of RIA, private wealth, or family office client service/operations experience
• UHNW client experience and strong follow-through
• Experience with Schwab and/or Pershing; Addepar, Black Diamond, or similar reporting platforms helpful
• Must be within a 45-minute commute to Midtown Manhattan