<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</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 <strong>client relationship management, strategic planning support, and leadership responsibilities</strong> in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the <strong>primary point of contact</strong> for client service requests, ensuring timely and accurate execution.</li><li>Partner with senior leadership on <strong>customized client strategies</strong> and firm-wide initiatives.</li><li>Build and maintain strong client relationships, anticipating needs to deliver exceptional service.</li><li>Assist with <strong>complex wealth transfer strategies</strong>, philanthropic planning, and tax-advantaged solutions.</li><li>Collaborate with internal investment teams on <strong>portfolio construction and cash deployment</strong>.</li><li>Mentor team members and contribute to a <strong>positive, high-performance culture</strong>.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive <strong>compensation and bonus structure</strong>.</li><li>Comprehensive <strong>health coverage</strong> and <strong>401(k) match</strong>.</li><li>Flexible vacation policy, <strong>sabbatical program</strong>, and hybrid work options.</li><li>Collaborative culture with <strong>ample opportunities for growth</strong>.</li></ul>

<p><strong>Want to know more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s explore how this opportunity could be the perfect 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 <strong>wealth management or family office environments</strong> (must-have).</li><li>Exceptional <strong>interpersonal and communication skills</strong>; detail-oriented and proactive.</li><li>Solid understanding of <strong>estate planning and tax strategies</strong>.</li><li>Proficiency in <strong>Microsoft Office</strong>; experience with <strong>CRM systems</strong> (Salesforce or similar) and custodial platforms preferred.</li><li>Demonstrated <strong>leadership experience</strong> in high-growth environments.</li></ul>

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