Senior Wealth Client Management Associate

Overview: In this role you support the Wealth Client Service team and advisors, handling day-to-day client inquiries, data updates, and task coordination to ensure seamless service. You partner with Client Management Consultants to prepare client materials, review activities, and execute onboarding and money movement tasks. You drive accuracy and responsiveness while adapting to changing priorities. This is a hands-on, collaborative role within a client-centric firm that values service quality and continuous improvement. Compensation / Benefits Company discretionary bonus Health, dental, and vision coverage Employer 401(k) plan and company match Health savings accounts Paid time off and paid sick leave Life, short-term and long-term disability coverage