UHNW Client Onboarding & Transitions Specialist

GemHarvest Executive Recruiting; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Friday remote

Job summary

A successful, growing independent wealth management firm in Midtown Manhattan with $1B+ AUM is looking for a Senior Client Service Associate to support ultra-high-net-worth client onboarding and transitions in a long-term client service/operations role.

You will lead new client transitions, handle account openings, paperwork, money movement, and onboarding calls, and coordinate with advisory and operations teams to ensure a smooth client experience.

Qualifications

• Bachelor's Degree.
• 6+ years of RIA, private wealth, or family office client service/operations experience.
• UHNW client experience and strong follow-through.
• Experience with Schwab and/or Pershing; Addepar, Black Diamond, or similar reporting platforms helpful.
• Must be within a 45-minute commute to Midtown Manhattan.

Responsibilities

• Lead new client transitions from signed engagement through account setup.
• Handle account openings, custodial paperwork, money movement, onboarding calls, and documentation.
• Coordinate with advisory and operations teams to ensure a smooth client experience.

Skills

UHNW client experience

RIA / private wealth client service

Follow-through

Client onboarding experience

Education

Bachelor's Degree

Tools

Schwab

Pershing

Addepar

Black Diamond

Job description

A successful, growing independent wealth management firm in Midtown Manhattan with $1B+ AUM is looking for a Senior Client Service Associate to support ultra-high-net-worth client onboarding and transitions in a long-term client service/operations role.

You will lead new client transitions, handle account openings, paperwork, money movement, and onboarding calls, and coordinate with advisory and operations teams to ensure a smooth client experience.