Sr. Client Associate

About the position

About the Opportunity

We are partnering with a growing firm to hire a dedicated Senior Client Service Associate someone who is passionate about delivering exceptional service and supporting high-value client relationships. This role offers the opportunity to work closely with internal advisory teams while being a trusted, first-line point of contact for clients. Success in this position requires strong communication, excellent organizational skills, and a genuine client-first mindset.

Key responsibilities

• Manage inbound client inquiries via phone and email, resolving issues or directing requests to the appropriate team
  
• Collaborate with financial planners and internal teams to ensure accurate execution of client needs
  
• Follow up on action items from client meetings and ensure timely updates are documented in CRM systems
  
• Track all client interactions using platforms like Smartsheet
  
• Proactively support client relationships by delivering consistent, high-touch service
• Lead the onboarding process for new clients, including documentation collection, portal setup, and welcome communications
  
• Maintain accurate records and ensure timely processing of service requests and regulatory requirements (e.g., RMDs)
  
• Coordinate with the Tax team for calculations and follow-through
  
• Use various communication methods to maintain strong, ongoing client engagement
  
• Prepare customized client reports and meeting materials
  
• Keep contact management systems updated with accurate client data
  
• Assist in organizing team marketing events and maintaining marketing collateral
  
• Provide guidance to junior client associates and contribute to team training efforts
  

Requirements

• 2–5 years of experience in client service or client associate roles
  
• High school diploma required; bachelor’s degree preferred
  
• Proficiency in Microsoft Office and other standard business tools
  
• Excellent communication skills, both written and verbal
  
• Strong attention to detail with a service-oriented mindset
  
• Dependable, self-motivated, and thrives in a team-focused environment
  

Benefits of Joining

• Competitive salary and benefits package
• Medical, dental, and retirement plan options
• Continued learning and career progression opportunities
• Inclusive, collaborative culture with a focus on employee wellbeing and professional development

How to Apply

To apply, please submit your CV, highlighting your experience in financial client service, your commitment to operational excellence, and your ambitions for supporting our future growth. Applications are assessed on a rolling basis.

Diversity, Equity & Inclusion

We encourage applications from all individuals, regardless of background, experience, or identity. Our commitment to diversity and inclusion ensures equal opportunity and respect for every applicant during our recruitment process. Be a part of our mission to create a progressive, welcoming workplace where your contributions truly matter.

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