<p><strong>Interested in learning more?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — let’s connect and see whether this opportunity could be the perfect next step in your career.</p><p><br></p><p><strong><u>Senior Client Associate</u></strong></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Client Associate</strong> to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment. You’ll play a key role in delivering an exceptional client experience while supporting broader firm initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service needs, ensuring prompt and accurate execution.</li><li>Partner with senior leadership on customized client strategies and firmwide initiatives.</li><li>Build and maintain trusted client relationships, anticipating needs and delivering a best‑in‑class experience.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with a performance‑based bonus structure</li><li>Comprehensive health benefits and 401(k) match</li><li>Flexible vacation policy, sabbatical program, and hybrid work options</li><li>A collaborative culture with clear opportunities for professional growth</li></ul>

<p>Want to learn more? Apply today and share your resume via LinkedIn with<strong> JC del Rosario — </strong>let’s connect and determine whether this opportunity is the ideal next step in your career.</p><p><br></p><p><strong>What We’re Looking For</strong></p><ul><li><strong>Bachelor’s degree required</strong></li><li><strong>6–8 years of experience</strong> in client‑facing roles within wealth management or a family office (must‑have)</li><li>Exceptional <strong>interpersonal and communication skills</strong>; detail‑oriented, proactive, and client‑focused</li><li>Strong understanding of <strong>estate planning</strong> concepts and <strong>tax‑efficient strategies</strong></li><li>Proficiency in <strong>Microsoft Office</strong>; experience with CRM systems (Salesforce or similar) and custodial platforms preferred</li></ul>

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