Client Experience Associate
Core
Act as a key relationship manager for specific advisors and clients, executing financial operations for onboarding, ongoing requests, and complex needs while serving as a liaison with custodians.
Role type
Client Experience Associate (Wealth Management Operations)
Builds
Onboarding processes, account maintenance, and operational workflows for wealth management clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, financial operations execution, custodian liaison, issue escalation, process improvement
Preferred skills
Knowledge of wealth management operational aspects (onboarding, ACATs, distributions), experience with custodians (Charles Schwab, Fidelity, Pershing), process efficiency optimization
Responsibilities
Manage daily tasks for business and existing clients, execute operational follow-up action items for clients, process and confirm completion of requests with custodians, identify and escalate issues to the product team, establish and maintain relationships with advisors, custodians, and third-party vendors
