Client Service Associate

The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with internal teams including their assigned Account Officers as well as Portfolio Managers, Operations, and Compliance.

Client Relationship Support

• Serve as a primary point of contact for client service inquiries and requests.
• Assist with new client onboarding, including documentation, account setup, and coordination with internal teams.
• Maintain accurate and up-to-date client records in the Trust Management System (TMS), Client Relationship Management (CRM), and Electronic Document Management System (EDMS).
• Support Account Officers in delivering a seamless and personalized client experience.

Operational and Administrative Support

• Process general transactions and account maintenance.

• Coordinate with Operations and Account Officers to process specified transactions, account maintenance, transfers and closing.

• Track and follow up on client requests to ensure timely resolution.

• Prepare client reports meeting materials.

• Schedule and organize client meetings and internal team calls.

• Manage incoming mail receipt, scanning, distribution, reception and other office related duties as needed.

Compliance and Risk Management

• Ensure all client interactions and documentation comply with regulatory and internal standards.

• Assist with KYC/AML reviews, periodic account updates and audit requests.

• Escalate any compliance or risk concerns to the appropriate teams.

Portfolio Management Coordination

• Support Portfolio Managers by gathering data and preparing materials for client reviews.

• Communicate account activity and client cash receipts and requirements in support of trading.

Team Collaboration

• Work closely with cross-functional teams to ensure consistent and high-quality service delivery.

• Provide out-of-office coverage for team members.

• Participate in team meetings, training sessions, and process improvement initiatives

QUALIFICATIONS:

• 1–2 years of experience in financial services, client service, or administrative support.

• Preferred Bachelor’s degree in Finance, Business, Economics, or related field

• Strong interpersonal and communication skills.

• High attention to detail and organizational ability.

• Proficiency in Microsoft Office (Excel, Outlook, Word); experience with CRM systems a plus.

• Ability to manage multiple priorities in a fast-paced environment.

• Professionalism, discretion, and a client-first mindset.