What are the responsibilities and job description for the Senior Client Service Associate position at Lead Advisor?
About the Company
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing RIA in New York City
.
About the Ro
le
Our client is seeking a highly capable Senior Associate to take on elevated responsibilities in client service, portfolio support, and operational execution. Senior Associates serve as a key extension of Advisors, independently owning complex servicing needs and contributing directly to client experience and investment workflows. This role is well‑suited for individuals with hands‑on wealth management experience who are ready to step into deeper client-facing and analytical responsibiliti
es.
Responsibili
- ties
Provide advanced support to Advisors, inclu - ding:Portfolio analysis and preparation of investment prop
- osalsTrade execution and rebala
- ncingComplex account maintenance, transfers, and money mov
- ementPrepare detailed performance reports, asset allocation analyses, and recommended portfolio adjust
- mentsServe as a primary point of contact for many client servicing
- needsResearch and resolve client inquiries with clear, proactive foll
- ow‑upParticipate in client meetings, speaking to operational and increasingly investment‑related t
- opicsAssist Advisors in developing customized financial and investment strategies for clients and pros
- pectsCollaborate with custodians, internal teams, and third‑party providers to ensure seamless client del
- iveryContribute to ongoing process improvements across advisory operations and client experience initia
- tivesUphold firm compliance standards and maintain strict client confidenti
ality
Qualific
- ations
2–4 years of experience in wealth management or a relate - d fieldStrong analytical skills, attention to detail, and ability to anticipate clien
- t needsExcellent communication and relationship‑building
- skillsAbility to navigate a fast‑paced, high‑volume environment with accuracy and co
- mposureExperience with advisory operations (account opening, money movement, proposals, CRM wor
- kflows)Familiarity with Fidelity, Schwab, Addepar, or Wealthbox is
- a plusSeries 65, or progress toward certification is
- a plusBachelor’s degree r
equired
Require
d Skills
Strong analytical skills, attention to detail, and ability to anticipate client needs. Excellent communication and relationship‑buildin
g skills.
Prefer
red Skills
Familiarity with Fidelity, Schwab, Addepar, or Wealthbox is a plus. Series 65, or progress toward certification