Senior Client Associate

Job Title: Senior Client Associate 
Location: Conshohocken, PA
DUration: 3 Months

About the Role
We’re looking for a detail-oriented Senior Client Associate to support a Wealth Management advisory team within a leading financial institution. In this role, you’ll be responsible for providing high-quality operational and client service support, ensuring smooth daily processes for advisors and their clients.

You’ll handle a variety of administrative and operations functions — including account opening, money movement, and client documentation — while maintaining accuracy, compliance, and professionalism in every interaction.

Key Responsibilities

• Handle account opening, maintenance, and documentation for client accounts.

• Support money movement activities, including wires, journals, and check requests.

• Manage incoming client calls and inquiries, ensuring prompt and accurate responses.

• Coordinate with advisors, operations, and compliance teams to resolve account or transaction issues.

• Maintain accurate client records and ensure all transactions meet internal policy and regulatory requirements.

• Assist with reporting, documentation, and other office administrative tasks as needed.

Qualifications

• Minimum 6+ months of operations or client service experience in financial services.

• Strong attention to detail and ability to multitask in a fast-paced environment.

• Excellent communication and organizational skills.

• Proficiency in Microsoft Office Suite (Excel, Outlook, Word).

• Bachelor’s degree preferred (or equivalent combination of education and experience).