Senior Client Services Associate

We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience. This role will act as a senior point of contact for clients, oversee account operations, support advisors, and mentor junior team members.

Responsibilities

• Manage day-to-day client service activities and account administration
• Respond promptly to client inquiries and resolve issues professionally
• Process account openings, transfers, and maintenance requests
• Coordinate client meetings and prepare supporting documentation
• Maintain accurate CRM records and ensure compliance standards
• Partner with advisors and operations teams to support client needs
• Assist in onboarding and training junior staff
• Contribute to operational improvements and workflow efficiency

Qualifications

• 5+ years of client service experience in financial services or wealth management
• Strong attention to detail and organizational skills
• Excellent written and verbal communication
• Ability to manage multiple priorities in a fast-paced environment
• Experience with CRM and custodial platforms preferred
• Bachelor’s degree preferred

Benefits

• Competitive salary
• Bonus opportunities
• Health, dental, and vision insurance
• 401(k)
• Paid time off
• Professional development opportunities