Senior Client Service Associate – $2B AUM, Independent Wealth Management Firm

Join a high-performing, growing ~$2B AUM independent RIA serving ultra-high-net-worth families and executives at publicly traded companies. This client-facing role offers meaningful ownership of sophisticated service needs, direct partner access, and a flexible, close-knit culture.

What You’ll Do

Handle account openings, wires, cash management, and client requests

Coordinate alternative investment subscriptions, capital calls, and distributions

Deliver responsive, high-touch service across complex client needs

What’s Offered

$100,000-$150,000 base plus 10%–20% bonus potential

Benefits: Medical, dental, and vision insurance, plus a 401(k) plan

Opportunity to work closely with partners and sophisticated clients

Five days in-office, with flexibility for occasional personal commitments

What You Bring

Bachelor’s Degree

3–10+ years in wealth management client service

Hands-on experience servicing publicly traded executives with employer stock compensation, including restricted stock, stock options, and trading-window requirements

Strong attention to detail, sound judgment, clear communication, and independent follow-through