J
High Net Worth Service Associate - Remote
JCW Group
2 hours ago
Full-time
On-site
washington dc
Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced client service professional who can serve as a primary point of contact for high-net-worth clients, provide proactive support to advisors, and take ownership of processes and projects that improve how the firm operates.
Serve as a primary point of contact for high-net-worth clients, handling day-to-day requests and communications
Support advisors with meeting preparation, follow-up, client correspondence, and ongoing service needs
Facilitate client onboarding and account maintenance, ensuring requests are completed accurately and efficiently
Monitor client account activity and maintain accurate client information and records
Proactively identify opportunities to improve advisor efficiency, client service, and internal processes
Support advisor projects, scheduling, commitments, and business development efforts
Take ownership of a firm-level specialty area, such as client onboarding, CRM and technology, family office services, training, or project management
Develop and improve workflows, establish best practices, and lead projects within the assigned specialty area
5+ years of client service experience preferred; experience within an RIA, wealth management firm, or financial services environment is a plus
~ Bachelor’s degree in finance, business, or a related field preferred
~ Experience working with high-net-worth or ultra-high-net-worth clients preferred
~ Strong proficiency with Microsoft Office and CRM platforms such as Salesforce
~ Strong organizational and project management skills
~
Serve as a primary point of contact for high-net-worth clients, handling day-to-day requests and communications
Support advisors with meeting preparation, follow-up, client correspondence, and ongoing service needs
Facilitate client onboarding and account maintenance, ensuring requests are completed accurately and efficiently
Monitor client account activity and maintain accurate client information and records
Proactively identify opportunities to improve advisor efficiency, client service, and internal processes
Support advisor projects, scheduling, commitments, and business development efforts
Take ownership of a firm-level specialty area, such as client onboarding, CRM and technology, family office services, training, or project management
Develop and improve workflows, establish best practices, and lead projects within the assigned specialty area
5+ years of client service experience preferred; experience within an RIA, wealth management firm, or financial services environment is a plus
~ Bachelor’s degree in finance, business, or a related field preferred
~ Experience working with high-net-worth or ultra-high-net-worth clients preferred
~ Strong proficiency with Microsoft Office and CRM platforms such as Salesforce
~ Strong organizational and project management skills
~