<p><strong>Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity</strong></p><p><br></p><p> <strong>$80K–$100K Base + Bonus + Exceptional Benefits</strong></p><p><br></p><p> <strong>Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.</strong></p><p><strong>Looking for more than just another client service role?</strong></p><p>What if your next move gave you exposure to a <strong>nearly $2B book of business</strong>, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?</p><p>A premier private wealth platform managing <strong>$70B+ in client assets</strong> is looking for a <strong>Client Associate / Sr. Client Associate</strong> to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships.</p><p><br></p><p>This is <strong>not a transactional service role</strong>—it’s a seat at the table.</p><p>You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management.</p><p><br></p><p><br></p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>✔ Support an experienced Wealth Advisor team managing <strong>nearly $2B AUM</strong> across sophisticated client relationships</p><p> ✔ Join a <strong>high-growth office</strong> where learning, mentorship, and career progression are strongly encouraged</p><p> ✔ Work alongside a <strong>friendly, highly collaborative bi-coastal team</strong></p><p> ✔ Beautiful Financial District office and a culture that genuinely invests in its people</p>

<p><strong>What They’re Looking For</strong></p><p>✔ 0–3+ years of financial services, client service, or wealth management experience</p><p> ✔ Strong communication skills and polished client presence</p><p> ✔ Highly organized, proactive, and thrives in a fast-paced environment</p><p> ✔ SIE / Series 7 / 66 preferred (or willingness to obtain)</p><p> ✔ Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus</p><p><br></p><p>If you’re someone who wants to <strong>build roots, sharpen your skills, work with sophisticated clients, and grow inside a top-tier wealth platform</strong>—this could be the opportunity that accelerates your career.</p><p><br></p><p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration — Mahmoud Adam, CPA.</strong></p>

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