Client Service Associate

JCW Group; Greenwich (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

JCW Group in Greenwich, CT is seeking a Client Service Associate to support the advisory team with account operations and day-to-day client requests. This role combines operations heavy work with direct client contact in a boutique wealth environment.

You will open and maintain accounts, manage transfers, process cash movements, and keep CRM records accurate while supporting billing and reporting tasks. A strong attention to detail and compliance focus are essential.

Qualifications

• 3+ years in client service or operations at an RIA, wealth mgmt firm, or custodian.
• Series 7 and 65/66 license required.
• Hands-on experience with custodial platforms and portfolio systems.

Responsibilities

• Open, title, and maintain accounts with custodians; manage ACATs and transfers.
• Process contributions, distributions, RMDs, wires, journals, and cash management requests.
• Act as a first point of contact for client inquiries and follow-up items.
• Maintain CRM records, client documentation, and data integrity.
• Prepare paperwork for client meetings; handle post-meeting workflow.
• Support quarterly billing, performance reporting, and account reconciliation.
• Assist with compliance items including KYC/AML documentation and books-and-records upkeep.

Skills

Client service

Communication

Attention to detail

Time management

Tools

Schwab

Fidelity

Pershing

Orion

Salesforce

Redtail

Job description

Our client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct client contact.

Responsibilities

• Open, title, and maintain accounts with custodians; manage ACATs and transfers
• Process contributions, distributions, RMDs, wires, journals, and cash management requests
• Act as a first point of contact for client inquiries and follow-up items
• Maintain CRM records, client documentation, and data integrity
• Prepare paperwork and materials for client meetings; handle post-meeting workflow
• Support quarterly billing, performance reporting, and account reconciliation
• Assist with compliance items including KYC/AML documentation and books-and-records upkeep

Requirements

• 3+ years in client service or operations at an RIA, wealth management firm, or custodian
• Series 7 and 65/66 license required.
• Hands-on experience with custodial platforms (Schwab, Fidelity, or Pershing)
• Working knowledge of portfolio management and CRM systems (Orion, Addepar, Black Diamond, Tamarac, Salesforce, Redtail, or similar)
• Familiarity with individual, joint, trust, IRA, and entity account types
• High attention to detail and comfort managing a high volume of service requests