Client Service Associate

Client Service Associate Reports to:

• SVP of Custodial Operations Status : Exempt Hybrid  We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team.

The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.  Duties:

• Core Operational Support Provide back-office investment operations support to advisors and clients through Salesforce tasking and custodian execution, including: New account openings Money movement requests Account transfers (ACATs and non-ACATs) Address changes and account updates Client distributions and RMDs Contributions and deposits General account service requests Assist in the onboarding of accounts as part of advisor and client Transitions to ensure a smooth, accurate, and timely onboarding experience.


• Document, trac...