gemharvest executive recruitingNew York, NY
Senior Client Service Associate
Senior Client Service Associate
Senior Client Service Associate
gemharvest executive recruitingNew York, NY
4 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsBrokerage Clerks
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this 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
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago