Senior Client Associate
About The Position
We are seeking an exceptional career Client Associate to provide operational and relational support for a growing independent wealth management practice serving high-net-worth and ultra-high-net-worth families. This role requires judgment, discretion, operational rigor, and the ability to operate independently in a founder-led environment. This individual will partner closely with the Founder during and after a significant business transition and will play a critical role in delivering a seamless, white-glove experience to clients. The ideal candidate blends operational excellence, emotional intelligence, and proactive ownership - the kind of person clients ask for by name.
Requirements
- 7–15+ years of experience as a Client Associate, Client Service Manager, or similar role in wealth management
- Experience working in high-net-worth or ultra-high-net-worth client environments
- Strong operational background with deep understanding of brokerage, RIA, or custodial platforms
- Strong familiarity with custodial platforms (Fidelity, Pershing, Goldman/ GSAS preferred)
- Naturally relational, empathetic, and client-centered - not transactional
- Exceptionally organized, detail-oriented, and proactive
- Comfortable operating with autonomy and ownership in a founder-led environment
Responsibilities
- Serve as a primary point of contact for clients, delivering a warm, professional, and highly personalized service experience
- Build long-term client relationships rooted in trust, consistency, and genuine care (remembering families, life events, preferences, and priorities)
- Proactively communicate with clients regarding account activity, paperwork status, follow-ups, and next steps
- Coordinate meeting logistics, prepare materials, and ensure all client interactions are smooth and well-prepared
- Open, transfer, and maintain client accounts with accuracy and urgency
- Handle money movement requests, distributions, beneficiary updates, and account maintenance
- Monitor and resolve account discrepancies, variances, and operational issues before they escalate
- Maintain meticulous records and documentation in accordance with compliance and firm standards
- Support compliance processes through recordkeeping and coordination with external providers
- Assist with audit preparation and regulatory documentation requests
- Maintain confidentiality and professional discretion at all times
Benefits
- Flexible hybrid work arrangement once fully onboarded
- Competitive benefits package (health insurance, retirement plan, paid time off)
- Willingness to pay a signing or transition stipend for the right hire
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
