About this opportunity
JCW Group lists this Senior Client Service Associate opportunity in manhattan, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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, 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
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.