Client Service Associate

OVERVIEW

Your job as the Institutional Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience for the Firm’s institutional clients. This role supports the coordination and execution of operational elements across both new and existing client relationships, helping to ensure consistency, accuracy, and a seamless client experience. Working collaboratively with advisors and third-party platforms, the Associate serves as a key liaison in facilitating client service, onboarding, and ongoing account support. The ideal candidate is highly organized, service-oriented, and an effective communicator who can work both independently and as part of a team to support client needs and operational excellence.

QUALIFICATIONS

• 1-3 years experience in wealth management client service work-specialization with defined contribution plans preferred
• Knowledge of relevant platforms

Custod...

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