Client Service Associate

Compensation: $105,000 – $120,000 base salary benefits

About Our Clien

t:
Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the operational infrastructure to support that expansi

on.
This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurat

ely.

The Opport

unity:
This is an ideal role for a detail-oriented, experienced wealth management professional who enjoys owning processes from start to

finish.
A portion of the position is focused on alternative investments, making it a strong fit for someone who thrives in complex, deadline-driven environments and takes pride in precision, follow-through, and account

ability.
You will be a key partner to advisors and clients, ensuring that accounts, reporting, and service workflows are executed at a hi

gh level.

Key Respon

sibilities:
Alternative Investment

• Operations:
  Coordinate subscriptions, funding, redemptions, and ongo
• ing servicingSupport exchange fund activity (including 1031 and 351
• transactions)Maintain internal tracking to ensure requests move forwar

d efficiently

Custodian & Acco

• unt Management:
  Open and maintain accounts across custodians (Schwab,
• Fidelity, etc.)Support householding and acc
• ount maintenanceHandle service requests, paperwork processing
• , and follow-upsMaintain current DocuSign templates and

custodian forms

Systems &am

• p; Data Integrity:
  Maintain account and portfolio accura
• cy in Black DiamondUpdate benchmarks, fee schedules, naming conventions,
• and classificationsSupport integrations across CRM, e
• Money, and NitrogenResolve duplicates, outdated records, and d
• ata inconsistenciesEnsure systems are client-ready and ope

rationally accurate

Client Service & Ongoing

• Relationship Support:
  Conduct 30-da
• y onboarding check-insCoordinate annual clie
• nt information reviewsAssist clients with custodian portal
• s and reporting accessMaintain accurate ben
• eficiary docume

ntationLive onboarding

Projects

• & Firmwide Support:
  Contribute to operationa
• l improvement initiativesDocument processes and mee
• ting notes within the CRMProvide administrative b
• ackup support when neededMaintain internal contact list

s and communica

• tion tools
  
  Qualifications:
  5–8 years of experience in wealth management
• operations or client serviceStrong familiarity with alternative inve
• stment workflows (preferred)Experience working with custodians and
• multiple advisory platformsHigh attention to detail an
• d strong deadline managementAbility to work independently and
• take ownership of processesStrong written and
• verbal communication skillsFlexible and solutions-oriented

in a fast-movi

• ng environment
  
  Why This Role:
  Opportunity to join a growing firm where yo
• ur impact is visible and valuedHigh
• level of ownership and autonomyAbility to help shape operational in
• frastructure and best practicesColl