Senior Client Service Associate

JCW Group · Manhattan

FULL TIME

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

Company	JCW Group
Location	Manhattan
Type	FULL TIME
Niche	Full-time

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