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Crescent Harbor Private Wealth · 1 hour ago

Client Associate

New York, United States

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $100K/yr

3+ years exp

Crescent Harbor Private Wealth is a boutique wealth management firm based in Jersey City, focused on delivering highly personalized financial guidance to high-net-worth clients. The Senior Client Associate will provide operational and client service support to the advisory team, managing account openings, money movement, and maintaining client records.

Financial ServicesRetirementTax Preparation

Responsibilities

Manage end-to-end account openings, transfers, and maintenance, with a heavy focus on Schwab & Pershing workflows

Process time-sensitive money movement, including wires and transfers, with a high degree of accuracy

Track and follow paperwork through internal systems and custodians (Sanctuary, Advisor Ops, Orion, custodial portals, etc.)

Maintain complete, accurate, and compliant client records across CRM and portfolio systems

Serve as a primary point of contact for clients on operational and account-related matters

Confidently handle phone-based client interactions, including complex or sensitive requests

Support advisors with onboarding activity and ongoing client service needs

Navigate demanding client and advisor expectations with professionalism and discretion

Assist with compliance-related documentation and adhere to firm and regulatory requirements

Identify opportunities to improve workflows, documentation processes, and operational efficiency

Partner with internal teams and custodians to resolve issues and ensure timely follow-through

Qualification

Wealth management experienceCustodial platforms knowledgeRegistration Series 7/63Registration 66Client service skillsOperational efficiencyProactiveCollaborative communicationDetail-orientedIndependent work