Client Service Associate - Business Management & Family Office (52211)

Job Description: Wealth Management Client Service Associate

Firm Overview

Citrin Cooperman Wealth Management, LLC is a premier boutique Registered Investment Advisor (RIA) and multi-family office dedicated to providing high-touch, customized wealth management solutions for high-net-worth individuals and families. Our team is committed to excellence, professionalism, and delivering a seamless client experience across generations.

Position Summary

We are seeking a highly organized and detail-oriented Client Service Associate to join our growing Registered Investment Advisor (RIA) firm. This individual will play a critical role in delivering an exceptional client experience by supporting advisors and serving as a primary point of contact for operational and service-related client needs.

The ideal candidate has experience in wealth management operations, client onboarding, Fidelity or Schwab custodial platforms, and account maintenance. This position requires a proactive professional who thrives in a fast-paced environment and is committed to providing outstanding client service while ensuring accuracy and efficiency in all administrative and operational processes.

Key Responsibilities

• Operations & Client Onboarding: Own the end-to-end new client onboarding experience, including preparing and processing custodial paperwork. Assist with daily operational tasks and account maintenance across multiple platforms.

• Money Movements: Facilitate all client funds transfers, including wires, ACHs, and journals, while ensuring accuracy and compliance with firm policies.

• Meeting & Communication Management: Manage advisor calendars and schedule client meetings. Handle inbound calls and inquiries with a professional presence.

• Reporting & Data Entry: Generate and reconcile recurring reports. Maintain accurate and up-to-date client records within the CRM.

• Administrative Support: Handle the sending and receiving of mail and client packets. Facilitate the sharing of client data from the tax department and support tax document distribution.

• Marketing Assistance: Coordinate marketing emails and assist with the development of marketing templates.

• Ad Hoc Projects: Participate in firm-wide initiatives, such as technology adoption and process automation.

• Experience: 3+ years of experience in wealth management.

• Technical Proficiency:

• Custodial Platforms: Proficiency in Schwab Advisor Center or Fidelity Wealthscape is required.

• Portfolio Management: Experience with Orion Advisor Technology or Black Diamond for reporting and performance analysis is preferred.

• Soft Skills: Superior organizational skills, high attention to detail, and a proactive mindset for problem-solving.