Our client, a well-established and growing wealth management firm, is seeking an experienced Client Service Associate to join their team.

Reporting to the Director of Operations, the successful candidate will work closely with Client Service Associates, Operations, Trading, Accounting, Relationship Management, and Portfolio Management teams to help deliver an exceptional client experience while supporting the day-to-day operations of the firm.

This opportunity is ideal for a detail-oriented professional who enjoys working in a collaborative environment and is looking to build a long-term career within the investment management industry.

Key Responsibilities

The Client Service Associate will:

• Coordinate the preparation, review, and delivery of quarterly client reporting and statements.
• Manage client cash requests and maintain accurate cash management records.
• Develop a strong understanding of various account ty...