Senior Wealth Client Experience Specialist

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

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.