Senior Client Service Associate

About the role

At Westwood Wealth, we are more than advisors—we are stewards of our clients’ financial well-being, delivering personalized, high-touch service with discretion, precision, and care to UHNW individuals and families. Our clients trust us with what matters most, and we honor that trust by ensuring every interaction is seamless, proactive, and deeply personalized. The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted client relationships, maintaining accuracy in systems and executing operational tasks, the Senior Client Service Associate helps build peace of mind, efficiency, and consistency across the client journey.

Responsibilities

• Act as an internal client point person, assisting advisors in nurturing and maintaining strong relationships with clients, attorneys, CPAs, and other professionals to deliver outstanding service
• Provide timely updates and confirmations to clients regarding account status and requests
• Serves as trusted service lead for sophisticated families
• Facilitate a seamless onboarding experience by collecting, organizing, and maintaining client information with accuracy and discretion
• Manage distribution requests from client accounts, calculating distribution amounts and scheduling distributions with accuracy and care
• Oversee day-to-day banking transactions, investment account activity, and domestic/international cash movement with accuracy and precision
• Manages distributions and sensitive transactions with independence
• Prepare, track, and process key documentation related to all client processes in your purview, managing sensitive data with the highest level of confidentiality
• Maintain meticulous, up-to-date, accessible, and compliant client files and records, including scanning mail and updating relevant tools, systems, and spreadsheets
• Manage specialized processes involving checks, receipts, and transfers (e.g., trust tax returns, property taxes, IRAs), ensuring all transactions are completed efficiently and securely
• Owns complex processes such as estate processing, tax planning coordination, valuations, and specialized transfers
• Provide expert technical support and coordination for client estate processing, tax planning, and valuations, helping clients navigate complex financial matters
• Actively participate in various internal and external meetings, contributing to the continuous improvement of client service
• Mentors and trains junior associates; sets quality and accuracy standards

Requirements

• Bachelor's degree (minimum education)
• 7+ years of experience in a client service organization
• Experience with High Net-Worth and/or Ultra High Net-Worth families and