<p><strong>Interested in learning more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s connect and explore whether this role could be the ideal next step in your career.</strong></p><p><br></p><p><strong>Senior Client Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Client Associate</strong> to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role blends client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service needs, ensuring timely 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 to deliver a best‑in‑class experience</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with a performance‑based bonus structure</li><li>Comprehensive health benefits and a 401(k) match</li><li>Flexible vacation policy, sabbatical program, and hybrid work options</li><li>A collaborative culture with clear pathways for professional growth</li></ul>

<p><br></p><p><strong>Want to learn more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and determine whether this opportunity is the ideal next step in your career.</strong></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><p><br></p>

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