Senior Client Associate - Wealth Management Support

Financial Recruiters International; Philadelphia (Philadelphia County); On-site; USD 70,000 - 90,000; Full time

Job summary

Financial Recruiters International is seeking a Senior Client Associate to support Financial Advisors and clients in a wealth management practice. The role focuses on client service, account administration, and operational workflows within a dynamic office environment.

The position emphasizes accurate documentation, timely communication, and proactive collaboration to ensure smooth account openings, transfers, and service delivery for individuals and families.

Qualifications

• 4+ years of brokerage and client services experience.
• Intermediate proficiency with Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Audit, compliance, or regulatory experience is a plus.

Responsibilities

• Office Administration & Client Support — be the first point of contact for clients and visitors; manage phone coverage.
• Account Opening, Maintenance & Documentation — prepare forms, coordinate required documentation, and support account setup.
• Money Movement, Transfers & Distribution Support — coordinate ACH, wire transfers, distributions, and RMD tracking.
• Investment Operations & Trading Support — assist with managed accounts and tax-loss harvesting tasks.
• Compliance and Licensing Processing — support licensing tracking and document compliance workflows.
• Marketing Support — assist with client communications and campaigns; coordinate newsletters and referrals.

Skills

Brokerage experience

Compliance knowledge

Tools

Microsoft Office

Job description

Financial Recruiters International is seeking a Senior Client Associate to support Financial Advisors and clients in a wealth management practice. The role focuses on client service, account administration, and operational workflows within a dynamic office environment.

The position emphasizes accurate documentation, timely communication, and proactive collaboration to ensure smooth account openings, transfers, and service delivery for individuals and families.