Senior Client Service Associate
Successful, Growing $1B+ AUM Independent Wealth Management Firm
Midtown Manhattan
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 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
Senior Client Service Associate in New York at GemHarvest Executive Recruiting
This position is listed as full time and able to be worked remotely. It was posted 2 days ago.