Senior Client Service Associate
JCW Group · New York, New York, United States
FULL TIMEpermanent
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.
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 ResponsibilitiesServe as a primary point of contact for clients and handle ongoing service requests and communicationsSupport advisors with client meeting preparation, follow-up, and day-to-day relationship managementManage account opening, maintenance, transfers, money movement, and other client account activityCoordinate client onboarding and ensure documentation is completed accurately and efficientlyMaintain accurate client records and information within CRM and portfolio management systemsWork with custodians and other external partners to resolve account-related requests and issuesTrack outstanding client and advisor requests through completionIdentify opportunities to improve client service processes and internal workflowsAssist with additional client service and operational projects as needed
Qualifications10+ years of client service experience within an RIA, wealth management firm, private bank, xzbcwsv or similar financial services environmentExperience supporting high-net-worth or ultra-high-net-worth clientsStrong knowledge of investment account administration, including onboarding, account maintenance, transfers, and money movementExperience working with major custodians and CRM platformsStrong written and verbal communication skillsExcellent attention to detail and organizational skillsAbility to manage multiple priorities and take ownership of client requests
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 ResponsibilitiesServe as a primary point of contact for clients and handle ongoing service requests and communicationsSupport advisors with client meeting preparation, follow-up, and day-to-day relationship managementManage account opening, maintenance, transfers, money movement, and other client account activityCoordinate client onboarding and ensure documentation is completed accurately and efficientlyMaintain accurate client records and information within CRM and portfolio management systemsWork with custodians and other external partners to resolve account-related requests and issuesTrack outstanding client and advisor requests through completionIdentify opportunities to improve client service processes and internal workflowsAssist with additional client service and operational projects as needed
Qualifications10+ years of client service experience within an RIA, wealth management firm, private bank, xzbcwsv or similar financial services environmentExperience supporting high-net-worth or ultra-high-net-worth clientsStrong knowledge of investment account administration, including onboarding, account maintenance, transfers, and money movementExperience working with major custodians and CRM platformsStrong written and verbal communication skillsExcellent attention to detail and organizational skillsAbility to manage multiple priorities and take ownership of client requests
Details
| Company | JCW Group |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |