Senior Client Service Associate
gemharvest executive recruitingNew York, NY
Senior Client Service Associate
gemharvest executive recruitingNew York, NY
4 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsBrokerage ClerksIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
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 experienceUHNW 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
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
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