Client Service Associate -Selby Jennings

Company Overview:

They are a SEC-registered investment advisory (RIA) firm advising on over $5.5 Billion in assets, combining the experience of their Wall Street heritage with the flexibility and creativity of a boutique firm. Their mission is to deliver personalized, high-touch service and sophisticated financial solutions to a select group of ultra high net worth individuals, families, and institutions.

They are seeking a highly professional and detail-oriented Client Service Associate to support their Ultra High Net Worth (UHNW) clientele. This role is ideal for someone with a strong background in financial services, exceptional client relationship skills, and a deep understanding of the unique needs of UHNW individuals and families.

• Serve as the primary point of contact for UHNW clients, ensuring exceptional service delivery and responsiveness.
• Manage complex account activities including onboarding, asset transfers, wire requests, and documentation for trusts, estates, and family offices.
• Coordinate with financial advisors, portfolio managers, and legal/tax professionals to support client goals.
• Maintain and update client records, ensuring compliance with regulatory requirements (e.g., FINRA, SEC).
• Prepare customized reports, performance summaries, and client presentations.
• Handle sensitive client information with discretion and confidentiality.
• Proactively identify opportunities to enhance client experience and streamline service processes.

• Bachelor's degree in Finance, Business, or related field.
• 3-5+ years of experience in a client service role within wealth management, private banking, or family office.
• Experience working directly with UHNW clients (typically $30M+ in investable assets).
• Exceptional communication, organizational, and problem-solving skills.