Client Service Associate

Citrin Cooperman Wealth Management, LLC is a premier Registered Investment Advisor (RIA) and multi-family office dedicated to providing high-touch, customized wealth management solutions for high-net-worth individuals and families. Our team is committed to excellence, professionalism, and delivering a seamless client experience across generations.

The Client Service Associate (CSA) serves as a critical point of contact for our clients and a key support pillar for our advisory team. This role balances administrative tasks with operational excellence to ensure the smooth day-to-day functioning of the firm.

• Operations & Client Onboarding:
  Own the end-to-end new client onboarding experience, including preparing and processing custodial paperwork. Assist with daily operational tasks and account maintenance across multiple platforms.
• Money Movements:
  Facilitate all client funds transfers, including wires, ACHs, and journals, while ensuring accuracy and compliance with firm policies.
• Meeting & Communication Management:
  Manage advisor calendars and schedule client meetings. Handle inbound calls and inquiries with a professional presence.
• Reporting & Data Entry:
  Generate and reconcile recurring reports. Maintain accurate and up-to-date client records within the CRM.
• Administrative Support:
  Handle the sending and receiving of mail and client packets. Facilitate the sharing of client data from the tax department and support tax document distribution.
• Marketing Assistance:
  Coordinate marketing emails and assist with the development of marketing templates.
• Ad Hoc Projects:
  Participate in firm-wide initiatives, such as technology adoption and process automation.

• Bachelor’s degree required, with a preference for Business, Finance, or Accounting
• 3+ years of experience in wealth management.
• Direct experience with custodial platforms and RIA software is required.
• Custodial Platforms:
  Proficiency in Schwab Advisor Centerand Fidelity Wealthscape.
• Portfolio Management:
  Experience with Orion Advisor Technologyor Black Diamond for reporting and performance analysis.
• Superior organizational skills, high attention to detail, and a proactive mindset for problem-solving.