Senior Client Service & Onboarding Specialist

District-Partners; Cleveland (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

District Partners is seeking a Senior Client Service Associate to support ultra-high-net-worth clients within a sophisticated wealth management environment. You will collaborate with advisors, clients, and external professionals to ensure a seamless client experience.

The role emphasizes relationship management, operational execution, and cross-functional collaboration, with opportunities for professional development and career growth.

Qualifications

• 3–5 years of client service experience in a wealth management or multi-family office setting.
• Direct client interaction delivering white-glove service.
• Deep working knowledge of custodial processes (onboarding, transfers, money movement, reporting).
• Comfort working with Wealth Managers and clients.

Responsibilities

• Own core client operations workflows with speed and precision.
• Serve as senior escalation point for onboarding, ACATs, money movement, and complex documentation.
• Partner with the Client Service Manager to expand automation while ensuring compliance and quality.
• Prioritize workload, provide client service updates, and escalate issues as needed.
• Support custodial integrations, CRM/workflow enhancements, and process improvements.
• Coordinate delivery of tax returns to clients for signature and processing of payments.
• Maintain documentation standards and operational risk controls.
• Prepare reports using CRM and other systems.
• Conduct internet research to support client team and clients.
• Resolve client inquiries within scope.
• Assist Office Assistant with inbound calls.

Skills

Client relationship management

Communication skills

Planning and organization

Attention to detail

Problem solving

Team collaboration

Tools

Fidelity

Charles Schwab

CRM systems

Microsoft Word

Microsoft Excel

Outlook

PowerPoint

Job description

District Partners is seeking a Senior Client Service Associate to support ultra-high-net-worth clients within a sophisticated wealth management environment. You will collaborate with advisors, clients, and external professionals to ensure a seamless client experience.

The role emphasizes relationship management, operational execution, and cross-functional collaboration, with opportunities for professional development and career growth.