Selby Jennings
Base pay range
$75,000.00/yr - $120,000.00/yr Client Services Associate - Investment Management, Private Markets | Selby Jennings
Company Overview: The firm is a SEC-registered investment advisory (RIA) firm advising on over $5.5 Billion in assets, combining the experience of their Wall Street heritage with the flexibility and creativity of a boutique firm. Their mission is to deliver personalized, high-touch service and sophisticated financial solutions to a select group of ultra high net worth individuals, families, and institutions. Position Summary: They are seeking a highly professional and detail-oriented Client Service Associate to support their Ultra High Net Worth (UHNW) clientele. This role is ideal for someone with a strong background in financial services, exceptional client relationship skills, and a deep understanding of the unique needs of UHNW individuals and families. Key Responsibilities: Serve as the primary point of contact for UHNW clients, ensuring exceptional service delivery and responsiveness. Manage complex account activities including onboarding, asset transfers, wire requests, and documentation for trusts, estates, and family offices. Coordinate with financial advisors, portfolio managers, and legal/tax professionals to support client goals. Maintain and update client records, ensuring compliance with regulatory requirements (e.g., FINRA, SEC). Prepare customized reports, performance summaries, and client presentations. Handle sensitive client information with discretion and confidentiality. Proactively identify opportunities to enhance client experience and streamline service processes. Qualifications: Bachelor's degree in Finance, Business, or related field. 3-5+ years of experience in a client service role within wealth management, private banking, or family office. Experience working directly with UHNW clients (typically $30M+ in investable assets). Exceptional communication, organizational, and problem-solving skills.
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$75,000.00/yr - $120,000.00/yr Client Services Associate - Investment Management, Private Markets | Selby Jennings
Company Overview: The firm is a SEC-registered investment advisory (RIA) firm advising on over $5.5 Billion in assets, combining the experience of their Wall Street heritage with the flexibility and creativity of a boutique firm. Their mission is to deliver personalized, high-touch service and sophisticated financial solutions to a select group of ultra high net worth individuals, families, and institutions. Position Summary: They are seeking a highly professional and detail-oriented Client Service Associate to support their Ultra High Net Worth (UHNW) clientele. This role is ideal for someone with a strong background in financial services, exceptional client relationship skills, and a deep understanding of the unique needs of UHNW individuals and families. Key Responsibilities: Serve as the primary point of contact for UHNW clients, ensuring exceptional service delivery and responsiveness. Manage complex account activities including onboarding, asset transfers, wire requests, and documentation for trusts, estates, and family offices. Coordinate with financial advisors, portfolio managers, and legal/tax professionals to support client goals. Maintain and update client records, ensuring compliance with regulatory requirements (e.g., FINRA, SEC). Prepare customized reports, performance summaries, and client presentations. Handle sensitive client information with discretion and confidentiality. Proactively identify opportunities to enhance client experience and streamline service processes. Qualifications: Bachelor's degree in Finance, Business, or related field. 3-5+ years of experience in a client service role within wealth management, private banking, or family office. Experience working directly with UHNW clients (typically $30M+ in investable assets). Exceptional communication, organizational, and problem-solving skills.
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