Client Service Associate

Client Experience and Relationship Management

Own the end-to-end client experience as a trusted point of contact, delivering proactive, white-glove service and building long-term client and partner relationships.

Operations, Accuracy, and Execution

Process day-to-day client administrative operations with a high standard for accuracy, urgency, and compliance ensuring consistent execution and minimal rework.

Client Onboarding and Account Administration

• Lead complex client onboarding and account administration coordinating across custodians, trust companies, transfer agents and investment managers to execute asset movements, account actions, and ongoing servicing.
• Navigate complex client liquidity events and distributions.

Investments and Family Office Services

• Liaise with investment and alternative managers, private equity, and custodians.

Systems, Reporting, and Process Improvement

Leverage and improve firm systems and reporting to create scalable workflows, maintain clean data, and elevate firmwide best practices.

Collaboration and Strategic Support

• Join our Aaron Wealth Family and work alongside experienced professionals to deliver exceptional client value, strategic initiatives, and organic business growth.

Knowledge, Skills & Abilities

• Minimum 2+ years of experience in client service or similar role within RIA, multi-family office or single family office.
• Bachelor's degree required.
• Broad knowledge of mutual funds, investment managers, and brokerage account administrative procedures preferred.
• Proficiency in Microsoft Suite is required.
• Familiarity working with a CRM, Salesforce preferred.
• Self-starter with a high level of accuracy, organization and motivated to expand knowledge base.
• Excellent communication skills, empathetic, patient and able to establish rapport with others.
• Demonstrate commitment to partnership, teamwork, and proactively addressing all issues as they arise.

Aaron Wealth Advisors Employee Value Proposition

• Independent Platform: Freedom to serve clients without product bias or institutional constraints.
• Unconstrained Opportunity: Access to institutional-grade investment platforms and alternatives.
• Collaborative Culture: Work alongside accomplished professionals with deep expertise.
• Comprehensive Support: Dedicated investment, client service, operations, and compliance professionals.
• Sophisticated Client Base: Engage with some of the most influential families in the country.
• Impactful Work: Help families preserve wealth, protect values, and empower future generations.
• Advanced Tools: Advanced technology platforms designed for complex wealth management.
• Career Growth: Continuing education and professional development opportunities.

Compensation & Benefits

• $80,000-$90,000 highly competitive salary + discretionary bonus.
• Benefits including: 401(k) plan, 401(k) plan employer match, health, vision, dental, professional development reimbursement, unlimited PTO and more.