Registered Senior Client Associate

Position Overview

Quorum Private Wealth - East is seeking an Registered Senior Client Associate to act as a trusted partner to advisors and a central point of coordination across client service, operations, and relationship management. This individual will oversee complex client servicing needs, support high-net-worth client relationships, manage operational workflows, and help ensure consistency, efficiency, and excellence across the practice.

Your Role & Responsibilities

• Serve as a primary point of contact for high-net-worth and ultra-high-net-worth clients regarding service requests, account needs, and ongoing relationship support
• Build strong, trusted relationships through proactive communication, responsiveness, and attention to detail
• Coordinate and prepare for client meetings, including scheduling, agenda preparation, follow-up items, reporting, and deliverable execution
• Anticipate client needs and proactively identify opportunities to enhance the client experience
• Manage sensitive client situations with professionalism, discretion, and urgency
• Oversee complex operational workflows including:
• New account openings
• Account transfers (ACATs)
• Money movement requests
• Alternative investment paperwork
• Beneficiary updates
• Required minimum distributions
• Cash management requests
• Estate and trust account administration support
• Review and process wires, ACHs, journals, checks, deposits, and other transactional requests in accordance with firm policies and compliance standards
• Ensure accuracy, completeness, and timeliness of all client documentation and operational processing
• Cook with direct with custodians, vendors, and internal partners to resolve operational issues efficiently
• Maintain accurate books and records while ensuring adherence to compliance and regulatory standards
• Identify opportunities for workflow improvement, operational scalability, and process optimization
• Act as a strategic operational partner to advisors, helping manage priorities, timelines, and execution across the business
• Aid in preparation and organization of financial planning deliverables, investment review materials, and client reporting
• Help oversee internal workflows, task management systems, and service calendars to ensure accountability and follow-through
• Support business continuity and practice management initiatives as the firm scales
• Aid in special projects, strategic initiatives, and implementation of operational enhancements
• Coordinate personalized client outreach related to life events, milestones, and relationship management initiatives
• Support planning and execution of client appreciation events, educational seminars, and firm-hosted experiences
• Help maintain consistency in client communications and overall brand presentation
• Assist with client technology troubleshooting
• Manage FedEx and outgoing mail coordination
• Support building-related issues and vendor coordination as needed
• Oversee administrative workflows and internal task queues

Requirements

• 4–10+ years of experience within wealth management, private wealth, family office, or financial services environments
• Prior experience in roles such as: Senior Client Associate, Wealth Management Associate, Private Wealth Associate, Operations Manager within an RIA or advisory practice
• Strong understanding of wealth management operations, investment accounts, financial markets, and client service workflows
• Experience supporting high-net-worth and ultra-high-net-worth clientele preferred
• Familiarity with custodial platforms such as Pershing, Schwab, Fidelity, or similar
• CRM experience preferred
• Strong organizational skills with exceptional attention to detail and follow-through
• Ability to prioritize and manage multiple competing priorities in a fast-paced environment
• Excellent written and verbal communication skills
• High emotional intelligence, professionalism, discretion, and client-centric mindset
• Self-starter who is proactive, resourceful, and capable of working independently
• Series 7 and 66/65 preferred or willingness to obtain