Senior Client Service Associate – Leading Investment Firm

Senior Client Associate

We're seeking a Senior Client Associate to join a top-tier wealth management team serving ultra-high-net-worth clients. This role blends client relationship management, strategic planning support, and leadership responsibilities within a fast-paced, highly collaborative environment.

Key Responsibilities:

• Serve as the primary point of contact for client service needs, ensuring timely and accurate execution
• Partner with senior leadership on customized client strategies and firmwide initiatives
• Build and maintain trusted client relationships, anticipating needs to deliver a best-in-class experience

Benefits & Perks:

• Competitive compensation with a performance-based bonus structure
• Comprehensive health benefits and a 401(k) match
• Flexible vacation policy, sabbatical program, and hybrid work options
• A collaborative culture with clear pathways for professional growth

What We're Looking For:

• Bachelor's degree required
• 6–8 years of experience in client-facing roles within wealth management or a family office (must-have)
• Exceptional interpersonal and communication skills; detail-oriented, proactive, and client-focused
• Strong understanding of estate planning concepts and tax-efficient strategies
• Proficiency in Microsoft Office; experience with CRM systems (Salesforce or similar) and custodial platforms preferred