Senior Client Service & Onboarding Specialist
Threadline Wealth
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Job summary
Threadline Wealth is seeking a Senior Client Service Associate to independently manage high-touch client service and partner with Wealth Advisors and internal teams. The role acts as a primary contact for client service needs, requiring sound judgment, proactive outreach, and the ability to handle complex service matters in a fast-paced environment.
The position owns complex client requests, onboarding and transitions, meeting preparation, account administration, and multi-step client projects
Job description
Threadline Wealth is seeking a Senior Client Service Associate to independently manage high-touch client service and partner with Wealth Advisors and internal teams. The role acts as a primary contact for client service needs, requiring sound judgment, proactive outreach, and the ability to handle complex service matters in a fast-paced environment.
The position owns complex client requests, onboarding and transitions, meeting preparation, account administration, and multi-step client projects
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