The Cynosure Group · 3 weeks ago
Client Associate
Holmdel, NJ
Full-time
Onsite
New Grad, Entry Level
0+ years expThe Cynosure Group is a multi-strategy investment management and wealth advisory firm with significant assets under management. They are seeking a highly motivated Client Associate to serve as a primary liaison with custodians, manage operational requests, and support client service and onboarding workflows.
AdviceAsset ManagementFinanceFinancial Services
Hiring Manager
Evan Kaczor
Responsibilities
Serve as the primary liaison with custodians (Fidelity, Schwab) for all operational requests, including new account openings, money movement, and documentation review
Initiate, track, and confirm internal journals and external wires while maintaining strict adherence to internal verification protocols and client authorization policies
Draft, coordinate, and manage subscription documents for private fund investments; ensure correct completion and timely submission
Monitor service case escalations with custodians and resolve client service issues in collaboration with advisor teams
Support quarterly billing processes and client onboarding workflows with precision and responsiveness
Maintain complete, accurate records of operational activities and document retention to support audit-readiness and compliance oversight
Assist in preparing and delivering client performance reports, presentations, and meeting materials
Qualification
Required
Working knowledge of custodial platforms (e.g., Fidelity Wealthscape, Schwab Advisor Center)
Meticulous attention to detail and a process-oriented mindset
High client service orientation with the maturity to operate in a UHNW environment
Integrity, discretion, and a strong sense of responsibility for firm-wide reputational risk
0-3 years of experience in a client facing role
Benefits
Medical with an option for a flexible spending or health savings account
Dental and vision
Life insurance
Short-term and long-term disability
401(k) with up to 5% of compensation match
Other voluntary benefits options
Cynosure pays 80% of health care and dental care premiums
100% of basic life, LTD, and STD
Company
The Cynosure Group
The Cynosure Group sources, evaluates and manages direct private equity investments in profitable, small to mid-sized companies
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Elizabeth Smoose
Managing Director
Keith Taylor
Managing Director
Recent News
2025-10-20
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