Wealth Management Client Service Associate

Description

Job Description: Wealth Management Client Service Associate

Firm Overview
Citrin Cooperman Wealth Management, LLC is a premier boutique Registered Investment Advisor (RIA) and multi-family office dedicated to providing high-touch, customized wealth management solutions for high-net-worth individuals and families. Our team is committed to excellence, professionalism, and delivering a seamless client experience across generations.

Position Summary
We are seeking a highly organized and detail-oriented Client Service Associate to join our growing Registered Investment Advisor (RIA) firm. This individual will play a critical role in delivering an exceptional client experience by supporting advisors and serving as a primary point of contact for operational and service-related client needs.

The ideal candidate has experience in wealth management operations, client onboarding, Fidelity or Schwab custodial platforms, and account maintenance. This position requires a proactive professional who thrives in a fast-paced environment and is committed to providing outstanding client service while ensuring accuracy and efficiency in all administrative and operational processes.

Key Responsibilities

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  Operations & Client Onboarding: Own the end-to-end new client onboarding experience, including preparing and processing custodial paperwork. Assist with daily operational tasks and account maintenance across multiple platforms.


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  Money Movements: Facilitate all client funds transfers, including wires, ACHs, and journals, while ensuring accuracy and compliance with firm policies.


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  Meeting & Communication Management: Manage advisor calendars and schedule client meetings. Handle inbound calls and inquiries with a professional presence.


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  Reporting & Data Entry: Generate and reconcile recurring reports. Maintain accurate and up-to-date client records within the CRM.


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  Administrative Support: Handle the sending and receiving of mail and client packets. Facilitate the sharing of client data from the tax department and support tax document distribution.


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  Marketing Assistance: Coordinate marketing emails and assist with the development of marketing templates.


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  Ad Hoc Projects: Participate in firm-wide initiatives, such as technology adoption and process automation.

Qualifications

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  Experience: 3+ years of experience in wealth management.


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  Technical Proficiency:
  
  
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    Custodial Platforms: Proficiency in Schwab Advisor Center or Fidelity Wealthscape is required.
  
  
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    Portfolio Management: Experience with Orion Advisor Technology or Black Diamond for reporting and performance analysis is preferred.
  
  
  
  


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  Soft Skills: Superior organizational skills, high attention to detail, and a proactive mindset for problem-solving.