An independent wealth management and investment advisory firm is hiring a seasoned Client Service Associate to step into a critical, high-impact role supporting the firm's largest and most complex book of business. This is a true plug-and-play position for an experienced CSA who knows how to handle sophisticated clients, alternative investments, and complex entity structures without handholding. You'll own account operations end to end, manage high-volume money movement, and act as a trusted execution partner to advisors in a fast-paced, high-expectations environment. This role is built for a sharp, unflappable CSA who thrives under pressure, thinks several steps ahead, and believes no task is beneath them when client outcomes are on the line. Client Service Associate Responsibilities: Support two senior advisors managing a $900M book of complex client relationships Open and maintain sophisticated accounts for individuals, trusts, LLCs, partnerships, and corporations Process and manage alternative investment subscriptions and related documentation Handle high-volume money movement, including wires and transfers Enter trades and complete investment-related paperwork accurately and efficiently Track workflows and ensure all client action items are completed on time Coordinate with fund administrators, custodians, attorneys, and CPAs Maintain meticulous records and documentation across systems Proactively identify and resolve issues before they escalate Jump in wherever needed: this is a hands-on, all-in role Client Service Associate Requirements: 5+ years of experience as a Client Service Associate within an RIA Proven experience with complex account openings at the custodial level Hands-on experience with alternative investments and subscription documents Strong client-facing communication skills Exceptional attention to detail and follow-through Ability to manage multiple priorities in a fast-paced, demanding environment Experience working with custodians (Schwab, Pershing, or similar) Thick skin, accountability, and a problem-solving mindset Bachelor's degree preferred, but experience outweighs credentials Benefits: Annual performance-based bonus Annual reviews with potential 5-10% merit increases Medical, dental, and vision coverage is fully paid for employees 401(k) with employer match after 6 months (no employee contribution required) PTO + 12 paid holidays aligned with NYSE schedule Predictable daytime schedule with strong work-life balance Family-oriented, stable firm with long-term growth opportunities Opportunity to expand the role over time into marketing or business development support This is not an entry-level or task-only CSA role. It's a seat for someone who takes ownership, thrives in complexity, and wants to be trusted with one of the most important books of business in the firm. If that sounds like you, we want to hear from you! Apply now! #LI-KL1
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