Job Description

Overview

Job Overview Client Service Associate (Wealth Management): Compensation: $110,000 $125,000/year + bonus. Location: New York, NY. Schedule: Monday to Friday (Hybrid).

Atlantic Group is hiring a Client Service Associate (Wealth Management) in New York, NY. In this hybrid role with our client, you will be the primary contact for high-net-worth clients, overseeing onboarding, cash and asset movements, reporting, and account maintenance. You will also support private investments, coordinate with custodians and external professionals, and use systems such as SS&C Advent Axys/Moxy to ensure accuracy and compliance.

Responsibilities

• Client Relationship Management: Serve as the primary contact for clients, providing operational support and resolving inquiries promptly and professionally.
• Onboarding & Transfers: Manage new client onboarding, collect documentation, set up accounts, and process transfers across custodians and internal systems.
• Cash & Asset Movements: Coordinate wires, checks, recurring transfers, and remittances with custodians and internal teams.
• Account Maintenance: Oversee ownership changes, address updates, signer changes, closures, and estate-related servicing, including distributions and documentation.
• Reporting & Documentation: Prepare and distribute performance reports, appraisals, and tax documents while maintaining accurate client records in CRM systems.
• Private Investments & Compliance: Support capital calls and distributions for private investments while ensuring adherence to firm policies, regulatory requirements, and process improvements.

Qualifications

• Education: Bachelors degree in Finance, Business, or a related field required.
• Experience: 5-8 years in client service, operations, or administration at an RIA or large bank, with prior experience supporting high-net-worth clients preferred.
• Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, Outlook), with experience in CRM systems and portfolio management platforms such as SS&C Advent Axys/Moxy preferred.
• Industry Knowledge: Familiarity with investment products, custodial systems, portfolio statements, and private investment structures.
• Skills & Attributes: Strong communication and interpersonal skills with the ability to manage multiple priorities while delivering accurate, professional client service.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

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