A boutique and rapidly growing RIA firm is seeking a highly experienced Client Service Associate to join its dynamic operations team. This role is ideal for someone who thrives in a fast-paced, detail-driven environment and has deep experience handling complex account openings, subscription documentation for alternative investments, and custodial operations. As a CSA, you will support multiple high-performing advisors and ensure a high standard of accuracy and client service.

They are looking for a proactive problem solver with a strong work ethic, a backbone to handle pressure, and professionalism to maintain top-quality output under tight deadlines.

Client Service Associate Responsibilities:

• Manage complex account openings for LLCs, trusts, partnerships, and individual clients
• Prepare and process subscription documents for alternative investments
• Monitor and manage client workflows and service requests
• Execute wire transfers and handle significant money movement securely and efficiently
• Enter trade instructions into custodial systems
• Coordinate with fund administrators and custodians for account updates and documentation
• Assist advisors by preparing investment paperwork and client documents
• Maintain accuracy and organization across multiple high-net-worth client portfolios
• Contribute to a team-based environment with a strong client-first culture

Client Service Associate Requirements:

• 7–10+ years of experience as a Client Service Associate in financial services, preferably within an RIA
• Proven experience handling complex entity structures
• Prior experience working with custodians like Schwab and/or Pershing
• Strong attention to detail with the ability to prioritize under tight deadlines
• Self-starter with a proactive mindset and strong problem-solving skills
• Excellent communication and organizational abilities
• Bachelor’s degree preferred
• Highly Preferred: Bilingual in English and Spanish, and experience with alternative investments

Benefits:

• Competitive base salary with annual performance reviews and merit-based raises
• Discretionary annual bonus
• Full medical, dental, and vision benefits
• Close-knit, family-oriented culture with leadership that supports employee growth
• Regular team-building activities and monthly all-hands meetings
• Opportunity for long-term growth within the firm

Apply now!

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