Wealth Client Services Advisor (Hybrid)

Collyde; New York (NY); Hybrid; USD 110,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid vacation and holidays

Hybrid work

Job summary

Collyde is seeking a Servicing Advisor based in New York to manage day-to-day client relationships and the operational service behind them. The role requires owning onboarding end-to-end, servicing portfolios, and preparing comprehensive client reports.

You will coordinate with custodians and outside advisors, handle complex budgeting and planning summaries, and support wealth strategies across investments. Strong communication and discretion are essential.

Qualifications

• 3–5 years of experience in a multi-family office, RIA, private bank, or wealth management firm with direct client-facing duties
• Proven ability to manage client relationships for sophisticated families and their advisors
• Excellent written and verbal communication, with discretion in handling sensitive matters
• Ability to multitask, adapt to shifting priorities, and own multiple client workstreams
• High attention to detail in a fast-paced environment; strong judgment and autonomy
• Proficiency with common software tools and collaboration platforms (Office, Salesforce, DocuSign)

Responsibilities

• Serve as the primary day-to-day contact for assigned client relationships and manage follow-through to resolution
• Lead end-to-end client onboarding and oversee ongoing service of portfolios and client needs
• Prepare and review balance sheets, reports, and complex budgeting documents
• Prepare forms for DocuSign delivery and maintain accurate client data across systems
• Coordinate with clients' accountants and attorneys on planning matters
• Support wealth strategies across traditional and alternative investments and mentor junior analysts

Skills

Client relationships

Communication

Discretion

Multitasking

Detail orientation

Autonomy

Education

BA/BS degree

Tools

Salesforce

Addepar

Canoe

Adhesion

DocuSign

Microsoft Excel

Teams

Job description

Collyde is seeking a Servicing Advisor based in New York to manage day-to-day client relationships and the operational service behind them. The role requires owning onboarding end-to-end, servicing portfolios, and preparing comprehensive client reports.

You will coordinate with custodians and outside advisors, handle complex budgeting and planning summaries, and support wealth strategies across investments. Strong communication and discretion are essential.