Senior Client Account Service Associate

We are seeking an experienced Financial Services Operations Specialist to join a leading financial services organization. This role is ideal for a highly motivated professional with a strong background in wealth management operations, client services, and financial account administration.

The successful candidate will serve as a key point of contact for clients and internal advisory teams, ensuring a seamless client experience while maintaining operational excellence. This position requires a deep understanding of financial products, account structures, regulatory requirements, and service delivery best practices.

• Support day-to-day wealth management and financial services operations.
• Manage client account servicing, maintenance, and documentation.
• Process account openings, transfers, and operational requests accurately and efficiently.
• Address client inquiries and resolve issues with professionalism and empathy.
• Partner with advisory teams to deliver exceptional client service.
• Ensure compliance with applicable industry regulations and operational procedures.
• Contribute to process improvement initiatives and operational efficiency.

• 4 years of experience in financial services, wealth management operations, or client service.
• Strong knowledge of financial products, account structures, and operational workflows.
• Active Series 7 and Series 66 (or Series 63/65) licenses preferred.
• Life & Health Insurance licenses preferred.
• Excellent communication and relationship-building skills.
• Strong problem-solving abilities and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

• The ideal candidate is client-focused, detail-oriented, and committed to delivering exceptional service. They possess strong interpersonal skills, operational expertise, and the ability to build trust with both clients and internal stakeholders.