Senior Client Service Associate

About the role

The Senior Client Service Associate is an experienced client service professional who independently manages high-touch client service and serves as a trusted partner to clients and prospects, Wealth Advisors, and internal teams. This role is a primary contact for client service needs and is expected to exercise sound judgment, anticipate needs, and independently manage complex service matters in a fast-paced environment.

The Senior Client Service Associate takes ownership of complex client requests, onboarding and transition activities, meeting preparation, account administration, and multi-step client projects from initiation through completion. They anticipate client service and advisor support needs, resolve routine service issues before they escalate, and coordinate effectively across advisory, investment, operations, trading, tax, billing, and other support teams.

Responsibilities

• Serve as a primary contact for high-touch client service needs.
• Exercise sound judgment and independently manage complex service matters.
• Own complex client requests, onboarding, and transition activities.
• Prepare for and support client meetings.
• Handle account administration and multi-step client projects from start to finish.
• Anticipate client service and advisor support needs to prevent issues from escalating.
• Resolve routine service issues proactively.
• Coordinate across advisory, investment, operations, trading, tax, billing, and other internal teams.