Senior Client Services Associate

Our client is an independent investment management firm dedicated to helping clients build, preserve, and transfer wealth. The Senior Client Service Associate will assist with managing client relationships, including ongoing client contact and communications.

Requirements

• Manage and support client relationships through proactive communication and service.
• Prepare account documentation and coordinate with custodians to ensure accurate account setup and transfers.
• Maintain client information in CRM and portfolio systems, ensuring data accuracy and regulatory compliance.
• Respond to client inquiries, resolve issues, and liaise with custodians and external partners as needed.
• Draft client correspondence, meeting notes, and investment review materials.
• Reconcile daily transactions and address account or cash discrepancies.
• Assist with wealth planning activities, including estate administration, registered accounts, and tax reporting.
• Identify opportunities for process improvements while upholding a client-focused approach