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David Careers

Senior Client Service Associate

Posted yesterday

gemharvest executive recruitingWest New York (NJ)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$100,000 - $120,000 per year

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About the role

Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service/operations role supporting ultra-high-net-worth client onboarding and transitions. What Youll DoLead new client transitions from signed engagement through account setup Handle account openings, custodial paperwork, money movement, onboarding calls, and documentation Coordinate with advisory and operations teams to ensure a smooth client experience Whats Offered$100,000$120,000 base range, plus $5,000$18,000 bonus/benefits MondayThursday in office, Friday remote Long-term client service/operations role What You Bring Bachelor's Degree 6+ years of RIA, private wealth, or family office client service/operations experienceUHNW client experience and strong follow-through Experience with Schwab and/or Pershing; Addepar, Black Diamond, or similar reporting platforms helpful Must be within a 45-minute commute to Midtown Manhattan

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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