Senior Registered Client Associate

As a Senior Registered Client Associate, you will take ownership of administrative and operational support for Financial Advisors while serving as a key point of contact for clients. You will support complex ultra-high-net-worth relationships, anticipate service needs, maintain rigorous operational standards, and help create a seamless, high-touch client experience. • Support Financial Advisors in the day-to-day servicing of client relationships. • Support ultra-high-net-worth individuals, families, trusts, and related entities with sophisticated service requirements delivering a true white glove experience. • Manage account openings, transfers, maintenance requests, disbursements, deposits, documentation, statements, reports, online services, and banking-service requests. • Help process requests involving complex account structures, estate-planning arrangements, and multigenerational wealth relationships. • Proactively manage client inquiries, anticipate needs, and ensure timely follow-up and resolution. • Participate in team events, dinners and meetings. • Stay current on applicable products, services, protocols, and procedures. • Complete firm-initiated projects and contribute to broader team initiatives, meetings, and events. • Help improve the team’s overall efficiency, accountability, and growth. • Ensure adherence to regulatory requirements, firm policies, and operational procedures.