Senior Client Associate

ABOUT THIS JOB:

GenTrust is an investment advisory firm, providing a comprehensive and flexible array of investment solutions to high-net-worth individuals, family offices and institutions. We are currently seeking a Senior Client Associate candidate. The candidate will work closely with the advisors to provide best in class service to our clients. He/she will be responsible for handling all aspects of our clients’ new account and onboarding experience, processing daily disbursement requests, handling day-to-day account maintenance and service requests and special projects, as needed. The candidate should demonstrate a strong knowledge of industry standards and practices. The candidate must be able to work independently, in a fast-paced environment while collaborating with other team members to resolve various issues with potentially broader business impact. Specific areas of responsibility include, but are not limited to:

KEY RESPONSIBILITIES:

·        Serve as the primary point of contact for clients, delivering proactive, high‑quality service and resolving inquiries in collaboration with internal teams and Advisors.

·        Support Senior Advisors in managing client relationships, with increasing responsibility for independently servicing lower‑complexity clients and partnering with clients’ professional networks (e.g., accountants, attorneys).

·        Prepare client‑facing materials, including investment proposals, marketing collateral, and written communications, tailored to client needs and objectives.

·        Coordinate client meetings overseeing preparation, logistics, and follow‑up to ensure a seamless client experience.

·        Manage client onboarding and ongoing account administration, including account openings, disbursements, private fund subscriptions, and maintenance, while ensuring regulatory and operational compliance.

·        Work closely with Advisors to oversee client portfolios, reviewing benchmarks and asset allocation, identifying required adjustments, and coordinating the implementation of portfolio changes as needed.

·        Generate and review client reports, partnering with the reporting team to deliver customized reporting solutions and ensuring accuracy, completeness, and alignment with client objectives.

·        Leverage expert business, industry, and operational knowledge in addition to frequent client interaction to identify value added client solutions.

QUALIFICATIONS AND SKILLS:

• A four-year degree from a regionally accredited institution or equivalent experience.
• Minimum three years’ experience in the financial services industry; RIA and/or Broker/Dealer a plus.
• Bi-Lingual- English/Spanish
• Relationship building skills; commitment to establishing long-term client relationships.
• Self-motivated, highly driven, and entrepreneurial personality.
• Demonstrate a high degree of organizational and follow up skills.
• Capable of working autonomously and collaboratively in a fast-paced team environment.
• Ability to multi-task with strong organizational and time management skills.
• Excellent verbal and written communication skills.