Senior Client Service Associate

JCW Group; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

JCW Group in Midtown Manhattan seeks a Senior Client Service Associate to support advisors and deliver superior service to high-net-worth clients. You will manage day-to-day client needs, coordinate account activity, and serve as a reliable contact for clients and advisors in a fast-paced wealth management environment.

The role emphasizes ownership, organization, and meticulous client service in a high-demand setting. This position is on-site in New York City.

Qualifications

• 10+ years of client service experience within a wealth management environment.
• Experience supporting high-net-worth or ultra-high-net-worth clients.
• Strong knowledge of investment account administration, including onboarding, maintenance, and transfers.
• Experience working with custodians and CRM platforms.
• Excellent written and verbal communication skills.
• Outstanding attention to detail and organization.
• Ability to manage multiple priorities and own client requests.

Responsibilities

• Serve as primary point of contact for clients and handle ongoing service requests.
• Support advisors with meeting prep, follow-up, and relationship management.
• Manage account opening, maintenance, transfers, and money movement.
• Coordinate client onboarding and ensure documentation is complete and accurate.
• Maintain client records in CRM and portfolio management systems.
• Collaborate with custodians and external partners to resolve requests.
• Track outstanding requests through to completion.
• Identify process improvements for client service workflows.
• Assist with additional client service and operational projects as needed.

Skills

Client service

Relationship management

Communication

Organizational skills

Attention to detail

Account administration

Onboarding processes

Money movement

Tools

CRM platforms

Portfolio management systems

Job description

Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients.

They’re looking for an experienced client service professional who can manage day-to-day client needs, coordinate account activity, and serve as a reliable point of contact for both clients and advisors. This is a hands-on role for someone who is organized, detail-oriented, and comfortable taking ownership in a fast-paced wealth management environment.

Key Responsibilities

• Serve as a primary point of contact for clients and handle ongoing service requests and communications
• Support advisors with client meeting preparation, follow-up, and day-to-day relationship management
• Manage account opening, maintenance, transfers, money movement, and other client account activity
• Coordinate client onboarding and ensure documentation is completed accurately and efficiently
• Maintain accurate client records and information within CRM and portfolio management systems
• Work with custodians and other external partners to resolve account-related requests and issues
• Track outstanding client and advisor requests through completion
• Identify opportunities to improve client service processes and internal workflows
• Assist with additional client service and operational projects as needed

Qualifications

• 10+ years of client service experience within an RIA, wealth management firm, private bank, or similar financial services environment
• Experience supporting high-net-worth or ultra-high-net-worth clients
• Strong knowledge of investment account administration, including onboarding, account maintenance, transfers, and money movement
• Experience working with major custodians and CRM platforms
• Strong written and verbal communication skills
• Excellent attention to detail and organizational skills
• Ability to manage multiple priorities and take ownership of client requests