Registered Client Service and Operations Associate (Wealth Management)

Position Overview: Cognetic Capital Advisors, a Westchester-based family wealth management firm, is seeking a Client Service and Operations Associate to support high-touch client service, account administration, and daily operating workflows. The associate will work closely with the leadership team and play a key role in ensuring accurate, timely, and professional support across the firm’s family office-style wealth management practice. Account Administration: Support new account openings, incoming account transfers, cashiering requests, wires, journals, checks, EFTs, RMDs, and 529 plan distributions. Client Service Support: Monitor incoming communications for required follow-up, including capital calls, custodian alerts, tax payments, RMDs, and securities gifting. Operational Coverage: Provide backup support for other client service and operations associates and assist with time-sensitive requests as needed. Project and Compliance Support: Support audits, document requests, and ad hoc operational projects with accuracy and attention to detail. Document Management: Maintain electronic files, client records, PDFs, Microsoft Word documents, and related materials in accordance with firm standards. Systems and Tools Microsoft Excel for file creation, maintenance, updates, and data entry. BOX for electronic document filing and archiving. Salesforce for contact management, notes, and task management. Microsoft Outlook for drafting, archiving, and managing client communications. Microsoft Word for letters of authorization and other ad hoc documents.