Sr. Advisory Associate

Key Responsibilities

• Act as a primary point of contact for clients, handling onboarding, account updates, money movements, and private investment subscriptions with precision and care
• Monitor daily custodial alerts (cash balances, account changes, trades) and resolve issues proactively before they impact clients
• Prepare and process all custodian paperwork, track progress, and communicate timely updates to clients and advisors
• Maintain accurate client records by documenting service requests and transactions in the CRM
• Prioritize tasks, provide status updates, and escalate issues when needed
• Coincide with advisors to coordinate with custodians and client intermediaries (accountants, attorneys, business managers) to execute transactions smoothly
• Lead preparation of client meeting materials, document follow-up actions, and take ownership of operational deliverables
• Contribute to firm-wide initiatives and collaborate with operations leadership to streamline workflows and implement best practices
• Engage with investment research and attend meetings with fund managers to broaden your understanding of portfolio strategy

Skills and Qualifications

• 5+ years of experience in wealth management, financial services, or a senior client service role with operational accountability
• Strong knowledge of account types (taxable, retirement, trust) and ability to interpret custodial and estate planning documents
• Exceptional organizational skills with the ability to manage competing priorities in a fast-paced environment
• Excellent written and verbal communication skills, comfortable interacting with clients and external partners
• High attention to detail, proactive problem-solving skills, and a mindset of continuous improvement
• Proficiency with Microsoft Excel, PowerPoint, and Word; experience with custodial platforms and CRM systems preferred
• Experience with Fidelity and Schwab platforms are a huge plus