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Our client is a boutique wealth management firm known for white-glove service and trusted guidance to ultra-high-net-worth families and private foundations. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience. This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a high-caliber client base. You’ll work closely with advisors and internal partners in an environment that values quality, accountability, and balance.
Job Responsibility:
Act as a primary contact for client service requests
Manage account onboarding, money movement, and account maintenance
Coordinate client meetings, materials, and follow-ups
Maintain accurate client records, CRM updates, and documentation
Work with custodians to process paperwork and resolve issues
Monitor daily transactions and workflows for accuracy
Support compliance processes and record retention
Requirements:
3–7+ years of client service or operations experience in wealth management ideally with UHNW clients
Experience with custodial platforms such as Schwab Advisor Center (preferred)
Familiarity with CRM or reporting systems like Black Diamond (preferred)
Strong attention to detail and organization
Clear, professional communication skills
High integrity and a client-first mindset
What we offer:
Bonus
Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan