Senior Client Service Associate

Job Summary

To support a growing wealth operations team, the full-time Senior Client Service Associate will deliver exceptional client service, manage client relationships, and oversee administrative duties in a remote environment.

Key responsibilities

• Build and maintain client relationships for retention and manage new client implementation processes
• Maintain client files and compile quarterly asset values for billing and invoicing
• Participate in client meetings and support action items while leading and training new associates

Required qualifications

• High school diploma required; bachelor's degree preferred
• 5+ years of client service experience or related business experience in the financial services industry
• Wealth management experience preferred