Client Service Associate Private Wealth Management

About the Role

The Client Service Associate, Private Wealth Management is a full-time, on-site role based in the New York City Metropolitan Area. This role supports wealth advisors in delivering high-quality client service.

Key Responsibilities

• Manage client inquiries.
• Prepare meeting materials.
• Assist with account opening, maintenance, and transfer requests.
• Coordinate documentation.
• Track follow-ups.
• Ensure accurate, timely processing of client requests in accordance with firm and regulatory standards.
• Maintain client records.
• Update CRM systems.
• Prepare reports.
• Collaborate with internal teams and external providers to resolve service issues.
• Help organize client meetings and events.
• Support the onboarding experience.
• Contribute to a consistent, professional client experience across all touchpoints.

Requirements & Tech Stack

• Proficiency with standard office software (e.g., Microsoft Office or equivalent).
• Comfort learning new technology platforms.
• Prior work with CRM or portfolio reporting systems is advantageous.

Qualifications

• Strong client-facing skills, including Client Services and Customer Service capabilities to support high-net-worth and ultra-high-net-worth clients.
• Experience in Customer Support functions, with the ability to manage inquiries, troubleshoot issues, and ensure timely resolution.
• Excellent Communication skills, both written and verbal, to interact professionally with clients, advisors, and internal stakeholders.
• Foundational knowledge of Finance, wealth management concepts, and investment products to support private wealth advisory activities.
• Relevant experience in financial services, private wealth, or a related client service environment.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced setting.
• Bachelor’s degree in Finance, Business, Economics, or a related field preferred, or equivalent relevant experience.