Client Associate

Want to align yourself with one of the most respected names in wealth management?We are recruiting for an established ultra-high-net-worth advisory group within one of the world's leading financial institutions, backed by an award-winning wealth management platform. This is an opportunity to join a highly regarded team, work directly with sophisticated clients, and build your career alongside experienced Financial Advisors.If you're an experienced, fully licensed Client Associate looking to take the next step in your career, this is an opportunity worth exploring.Title: Client AssociateWe are seeking an experienced Client Associate to support Financial Advisors and high-net-worth clients within a leading wealth management environment.This is a hands-on, client-facing role for someone who already understands the day-to-day responsibilities of supporting a wealth management practice and can step in with minimal ramp-up.ResponsibilitiesManage new account opening, onboarding and ongoing account maintenanceCommunicate directly with clients regarding documentation, follow-ups, rollovers, money movement and account-related requestsSupport Financial Advisors with day-to-day client service and operational needsPrepare for portfolio reviews and client meetingsCoordinate with internal operations, compliance and other business groupsHandle client inquiries professionally and take ownership of issues through resolutionParticipate directly in client calls and Zoom meetings as appropriateIdeal BackgroundApproximately 2–5 years of Client Associate or comparable wealth management experienceCurrently licensed with Series 7 and 66, or Series 7, 63 and 65Strong understanding of account opening and the client onboarding processComfortable interacting directly with sophisticated clientsPolished, articulate and professional in person, by phone and on videoSelf-starter who can work independently in a fast-paced environmentStrong attention to detail and follow-through