Client Service Coordinator

Client Service Associate - High-Touch RIA Role

About the Role

We are seeking a Client Service Associate to join a high-performing independent RIA serving ultra-high-net-worth clients. This is a client-facing, high-visibility role , providing hands-on support for household-level relationships while ensuring smooth execution of all account and administrative needs. You will work closely with senior advisors and be a trusted extension of the advisory team.

What You'll Do

• Act as a primary contact for client service, coordinating meetings, materials, and follow-ups

• Track client requests and deliverables using Salesforce

• Support client onboarding and ongoing account maintenance

• Manage accounts across Schwab and Fidelity custodial platforms

• Assist with securities transactions, money movement, and alternative/private investment documentation

• Prepare and review client-facing materials with precision and discretion

• Maintain organized, confidential client records and files

Who You Are

• 4+ years in a Client Service Associate or similar role at an RIA or fiduciary advisory firm

• Experienced supporting high-net-worth or ultra-high-net-worth clients

• Hands-on with Schwab, Fidelity, and Salesforce

• Exposure to alternative or private investments is a plus

• Strong organizational skills, attention to detail, and ability to manage multiple priorities

• Professional, proactive, and trusted with sensitive client information

• Comfortable working in a small, fast-paced, relationship-driven advisory environment

Why This Role

This position offers a front-row view of ultra-high-net-worth client relationships and the opportunity to grow alongside a senior advisory team. You'll be part of a collaborative, independent firm where your work has a direct impact on clients and the business.