Senior Customer Service Associate

Senior Client Service Associate — Wealth Management

Wayne / King of Prussia, PA | Hybrid: 4 Days Onsite, 1 Day Remote

An Exciting Opportunity with a Growing Wealth Management Firm

Are you an experienced wealth management professional who enjoys building client relationships, solving problems, and being the person financial advisors can count on?

Our client, a rapidly growing, independent wealth management firm in the Wayne / King of Prussia area, is seeking a Senior Client Service Associate to join its expanding team.

This is an excellent opportunity to become part of a sophisticated, entrepreneurial organization that combines personalized, high-touch client service with modern technology, innovative processes, and a collaborative team environment.

Unlike larger financial institutions where responsibilities can be narrowly defined, this position offers meaningful ownership, direct interaction with financial advisors and high-net-worth clients, and the opportunity to contribute to a growing organization.

The firm is committed to investing in technology, improving workflows, and creating opportunities for talented professionals to grow alongside the business.

The Opportunity

As a Senior Client Service Associate, you will serve as a trusted operational partner to approximately 3–5 financial advisors located throughout the country.

You will play an important role in ensuring clients receive exceptional service while supporting account administration, new client onboarding, advisor transitions, and daily custodial operations. This position is ideal for someone who enjoys the client service side of wealth management, takes pride in their technical expertise, and thrives in an environment where initiative, responsiveness, and attention to detail are valued.

Key Responsibilities

• Provide exceptional, high-touch service to financial advisors and their clients, including high-net-worth and ultra-high-net-worth individuals.


• Serve as a primary contact for client service inquiries, account requests, and operational needs.


• Build trusted relationships through proactive communication, responsiveness, and consistent follow-through.


• Handle sensitive and time-sensitive client requests with professionalism, discretion, and sound judgment.


• Anticipate client and advisor needs and take ownership of requests through resolution.

Custodial Operations & Account Administration

• Utilize Charles Schwab Advisor Center to manage account servicing and transactions.


• Coordinate new account openings, client onboarding, account maintenance, and ACAT transfers.


• Process money movement requests, including wires, ACH transactions, distributions, and external bank account linking.


• Ensure appropriate verification, documentation, and security procedures are followed.


• Prepare custodial forms, manage electronic signatures, and resolve account-related issues.


• Communicate directly with custodians to troubleshoot and resolve operational matters.

Advisor Transitions & Business Growth

• Support the onboarding of new financial advisors and the transition of client accounts.


• Coordinate documentation and account transfers during periods of increased activity.


• Collaborate with colleagues to ensure a seamless experience for advisors and clients.


• Maintain accurate client records, workflows, and documentation.


• Utilize CRM systems and wealth management technology platforms.


• Work closely with a collaborative, cross-trained client service team.


• Identify opportunities to streamline processes, improve efficiency, and enhance the client experience.

What We're Looking For

• Approximately 5–7+ years of client service or operations experience within wealth management, an RIA, family office, broker-dealer, or similar financial services environment.


• Strong hands-on experience with Charles Schwab Advisor Center , including account opening, transfers, and money movement.


• Experience supporting financial advisors and communicating directly with clients.


• Excellent interpersonal, organizational, and problem-solving skills.


• Ability to manage multiple priorities and remain composed under pressure.


• A proactive, client-first approach with strong accountability and follow-through.


• Comfort working in a fast-paced, entrepreneurial environment.


• Ability to work onsite four days per week.

Additional Experience That Would Be Valuable

• Fidelity custodial platform experience.


• Family office or ultra-high-net-worth client service experience.


• DocuSign and Addepar.


• Experience supporting multiple financial advisors.


• Experience coordinating advisor transitions or large-scale account onboarding.


• Familiarity with modern wealth management technology and process automation.


• Annual Bonus: 10% bonus opportunity.


• Excellent Health insurance benefits.


• Paid time off.


• Professional development and licensing support.


• Advancement Opportunities to Team Lead or expanded advisor-support responsibilities.

Why Consider This Opportunity?

This is more than a traditional client service position. You'll join a growing independent wealth management organization where your expertise, initiative, and contributions will be recognized.

You’ll work with sophisticated clients and successful financial advisors, gain exposure to a dynamic and expanding business, and have the opportunity to make a meaningful impact.

If you're an experienced wealth management professional who enjoys delivering exceptional client service and wants to grow with an ambitious, forward-thinking firm, we'd welcome the opportunity to speak with you.

All inquiries will be handled confidentially.