Wealth Management Client Experience Lead

Steward Partners; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Zelniker Dorfman Private Wealth in New York City seeks an experienced Registered Client Administrative Manager to support financial advisors and deliver a seamless client experience.

The role emphasizes operational excellence, proactive communication, and meticulous account administration across brokerage, advisory, retirement, and trust services. The ideal candidate brings organization, discretion, and a client-focused approach in a fast-paced wealth environment.

Qualifications

• Active FINRA Series 7 license.
• Active Series 66 license (or Series 63 and 65).
• Minimum 2 years of experience in wealth management or financial services.
• Strong understanding of account opening, transfers, and operational workflows.
• Excellent written and verbal communication; high level of professionalism.

Responsibilities

• Serve as primary contact for client service requests and inquiries.
• Open and maintain brokerage, advisory, retirement, and trust accounts.
• Process transfers, distributions, deposits, withdrawals, and money movements.
• Review documentation for onboarding and maintenance.
• Support advisors with trade processing and operational tasks.
• Coordinate client meetings, agendas, and reporting.
• Ensure compliance with firm policies and regulatory requirements.

Skills

Client service

Operations management

Communication skills

Discretion

Education

Bachelor's degree (preferred)

Tools

CRM systems

Raymond James operational systems

Custodial platforms

Financial planning software

Job description

Zelniker Dorfman Private Wealth in New York City seeks an experienced Registered Client Administrative Manager to support financial advisors and deliver a seamless client experience.

The role emphasizes operational excellence, proactive communication, and meticulous account administration across brokerage, advisory, retirement, and trust services. The ideal candidate brings organization, discretion, and a client-focused approach in a fast-paced wealth environment.