Client Service Associate

JCW Group; Melville (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JCW Group in Melville, NY is seeking a Client Service Associate to support and manage relationships across an existing book of high-net-worth clients. You will be the primary contact for client service needs, handling account maintenance, money movements, distributions, transfers, and paperwork.

Collaborating with Financial Advisors and Investment Professionals, you will prepare for client meetings, gather information, follow up on actions, coordinate openings, and ensure accurate records while

Qualifications

• 5+ years of experience in wealth management or a similar client service role.
• Experience supporting high-net-worth investment clients.
• Licenses: Series 7 and 63/65/66.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication.
• Ability to manage multiple client requests in a fast-paced environment.
• Experience working directly with advisors, portfolio managers, custodians, and high-net-worth clients.

Responsibilities

• Serve as a primary point of contact for an existing book of high-net-worth investment clients.
• Manage day-to-day client service needs, including account maintenance, money movements, distributions, transfers, and paperwork.
• Coordinate account openings, onboarding, and ongoing account administration.
• Work closely with Financial Advisors and Investment Professionals to execute client requests and maintain a high level of service.
• Prepare for and participate in client meetings, including gathering account information and following up on action items.
• Communicate with custodians, investment managers, and other third parties as needed.
• Maintain accurate and complete client records and ensure timely follow-up on outstanding items.
• Assist with investment-related client requests and provide support throughout the client relationship.
• Identify client needs and proactively address service issues.

Skills

Wealth management

Client service

Series 7/63/65/66

High-net-worth clients

Communication

Multi-tasking

Attention to detail

Job description

Our client, a growing RIA serving high-net-worth individuals and families, is seeking a Client Service Associate to support and manage relationships across an existing book of HNW investment clients.

Responsibilities

• Serve as a primary point of contact for an existing book of high-net-worth investment clients.
• Manage day-to-day client service needs, including account maintenance, money movements, distributions, transfers, and paperwork.
• Coordinate account openings, onboarding, and ongoing account administration.
• Work closely with Financial Advisors and Investment Professionals to execute client requests and maintain a high level of service.
• Prepare for and participate in client meetings, including gathering account information and following up on action items.
• Communicate with custodians, investment managers, and other third parties as needed.
• Maintain accurate and complete client records and ensure timely follow-up on outstanding items.
• Assist with investment-related client requests and provide support throughout the client relationship.
• Identify client needs and proactively address service issues.

Qualifications

• 5+ years of experience in wealth management, financial services, or a similar client service role.
• Experience supporting high-net-worth investment clients required.
• Series 7 and 63/65/or 66 licenses required
• Strong understanding of investment accounts, securities, and wealth management processes.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple client requests and priorities in a fast-paced environment.
• Experience working directly with advisors, portfolio managers, custodians, and high-net-worth clients.