Senior Client Service Associate

Overview: We are seeking a Senior Client Service Associate to provide high-touch operational and client support within a fast-paced financial services environment. This role partners closely with advisors and internal teams to ensure exceptional client service, accurate execution of investment-related activities, and seamless account management.

What You'll Do: Coordinate service and operational activities to ensure accurate and timely execution of client and investment requests Serve as a liaison between advisors, clients, and internal teams to support day-to-day servicing needs Manage the new client onboarding process, including documentation collection, account setup, and coordination of transfers Support asset allocation and reallocation processes, including paperwork, account setup, and implementation of changes Respond to client inquiries, conduct research, and ensure service requests are completed efficiently Maintain a strong working knowledge of investment strategies, services, policies, and procedures Identify and resolve issues through a strong understanding of operational processes Participate in firm-wide initiatives and special projects as assigned What You'll Bring 5+ years of experience in a similar role within investment management, wealth management, or a broker-dealer environment Strong understanding of financial services concepts, practices, and operational workflows Self-starter with the ability to manage multiple priorities in a fast-paced environment Proven problem-solving skills and ability to anticipate client and advisor needs High attention to detail and strong organizational skills Excellent interpersonal, communication, and client service abilities Ability to work independently and collaboratively within a team Strong technical proficiency in Microsoft Office, particularly Excel, Word, and Outlook Bachelor's degree in finance or a related field preferred