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We’re seeking a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role blends client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment.
Job Responsibility:
Serve as the primary point of contact for client service needs, ensuring timely and accurate execution
Partner with senior leadership on customized client strategies and firmwide initiatives
Build and maintain trusted client relationships, anticipating needs to deliver a best‑in‑class experience
Requirements:
Bachelor’s degree required
6–8 years of experience in client‑facing roles within wealth management or a family office (must‑have)
Exceptional interpersonal and communication skills
detail‑oriented, proactive, and client‑focused
Strong understanding of estate planning concepts and tax‑efficient strategies
Proficiency in Microsoft Office
experience with CRM systems (Salesforce or similar) and custodial platforms preferred
What we offer:
Competitive compensation with a performance‑based bonus structure
Comprehensive health benefits and a 401(k) match
Flexible vacation policy, sabbatical program, and hybrid work options
A collaborative culture with clear pathways for professional growth