Senior Client Services Associate

Job Summary

A company is looking for a Senior Client Services Associate - Institutional Wealth Management.

Key Responsibilities

• Act as a direct point of contact for institutional clients, addressing service requests and administrative needs
• Support onboarding of new institutional relationships, including account setup and documentation management
• Prepare and deliver custom client reporting packages and coordinate portfolio-related activities

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field; progress toward CFA, CAIA, or CFP is a plus
• 2+ years of client service experience in wealth management or related financial services
• Understanding of institutional clients' unique needs, including investment policy statements and fiduciary oversight
• Strong organizational skills with the ability to manage deadlines across multiple accounts
• Proficiency with Microsoft Office; familiarity with CRM or portfolio accounting systems preferred