Senior Client Service Associate

About the role

The Senior Client Service Associate at Westwood Wealth provides a white-glove, concierge-level experience for clients and advisors through essential operational and administrative support. They act as an internal client point person, assisting advisors in nurturing and maintaining strong relationships with clients, attorneys, CPAs, and other professionals. They also facilitate a seamless onboarding experience, manage distribution requests, oversee day-to-day banking transactions, and coordinate complex financial matters like estate processing and tax planning.

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
• Serve as a 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
• Manage 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
• Own 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
• Actively participate in various internal and external meetings, contributing to the continuous improvement of client service
• Mentor and train junior associates; set quality and accuracy standards

Requirements

• Minimum Education Required: Bachelor's degree
• Licenses/Certifications Required: None
• Minimum Specific Experience Required: 7+ years of experience in a client service organization
• Experience with High Net-Worth and/or Ultra High Net-Worth families and experience with trust administration strongly preferred
• Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
• No visa sponsorship is available

Qualifications

• You are a mature, polished professional with a positive attitude and a friendly demeanor
• You are highly motivated, proactive, a team player, and willing to assist in all tasks
• You have the ability to maintain confidentiality and work collaboratively in a small team environment
• You think ahead, solve problems, and manage complex financial interactions with confidence
• You demonstrate an innate ability to build trust and rapport with sophisticated clientele
• You commit to delivering an exceptional, high-touch experience in every client interaction

Benefits

Competitive salary, benefits and 401K company match that vests immediately upon participation. Parental leave & PTO policy. Collaborative, dynamic work environment with a fast-paced, mission-driven company.

Pay

Competitive salary

Schedule

Fast-paced, mission-driven company