Wealth Management Client Services & Ops Associate

JCW Group; Greenwich (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

JCW Group in Greenwich, CT is seeking a Client Service Associate to support the advisory team with account operations and day-to-day client requests. This role combines operations heavy work with direct client contact in a boutique wealth environment.

You will open and maintain accounts, manage transfers, process cash movements, and keep CRM records accurate while supporting billing and reporting tasks. A strong attention to detail and compliance focus are essential.

Qualifications

• 3+ years in client service or operations at an RIA, wealth mgmt firm, or custodian.
• Series 7 and 65/66 license required.
• Hands-on experience with custodial platforms and portfolio systems.

Responsibilities

• Open, title, and maintain accounts with custodians; manage ACATs and transfers.
• Process contributions, distributions, RMDs, wires, journals, and cash management requests.
• Act as a first point of contact for client inquiries and follow-up items.
• Maintain CRM records, client documentation, and data integrity.
• Prepare paperwork for client meetings; handle post-meeting workflow.
• Support quarterly billing, performance reporting, and account reconciliation.
• Assist with compliance items including KYC/AML documentation and books-and-records upkeep.

Skills

Client service

Communication

Attention to detail

Time management

Tools

Schwab

Fidelity

Pershing

Orion

Salesforce

Redtail

Job description

JCW Group in Greenwich, CT is seeking a Client Service Associate to support the advisory team with account operations and day-to-day client requests. This role combines operations heavy work with direct client contact in a boutique wealth environment.

You will open and maintain accounts, manage transfers, process cash movements, and keep CRM records accurate while supporting billing and reporting tasks. A strong attention to detail and compliance focus are essential.