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Description

(Registered) Senior Client Service Associate, Wealth Management 

Location: Morristown, NJ (In-office, Monday-Friday) 

Compensation Range: See details below.

Type: Full-Time

Reports To: Senior Advisor

Firm: Quorum Private Wealth - East 

Join Our Team at Quorum Private Wealth -  Managing meaningful wealth brings both complex challenges and exciting opportunities. At Quorum Private Wealth, our approach is rooted in integrity, collaboration, and deeply personal relationships with multi-generational families. We are a growing, high-touch advisory practice operating under Sanctuary Wealth, serving a select group of households with a strong emphasis on financial planning, investment strategy, and long-term trust. 

As we continue to scale, we are building a team of highly organized, execution-driven professionals who take pride in operational excellence, proactive client service, and seamless behind-the-scenes support.

Position Overview - Quorum Private Wealth - East is seeking an Registered Senior Client Associate to act as a trusted partner to advisors and a central point of coordination across client service, operations, and relationship management. This individual will oversee complex client servicing needs, support high-net-worth client relationships, manage operational workflows, and help ensure consistency, efficiency, and excellence across the practice.

This individual will play a highly visible role both internally and externally, serving as a primary day-to-day contact for clients while partnering closely with advisors to execute deliverables, manage priorities, and maintain exceptional service standards.

Your Role & Responsibilities
You will support end-to-end operations that impact client service and firm efficiency, including but not limited to:

Client Service & Operational Support

• Serve as a primary point of contact for high-net-worth and ultra-high-net-worth clients regarding service requests, account needs, and ongoing relationship support
• Build strong, trusted relationships through proactive communication, responsiveness, and attention to detail
• Coordinate and prepare for client meetings, including scheduling, agenda preparation, follow-up items, reporting, and deliverable execution
• Anticipate client needs and proactively identify opportunities to enhance the client experience
• Support advisors in delivering a high-touch, concierge-level service model across all client interactions
• Manage sensitive client situations with professionalism, discretion, and urgency 

Wealth Management Operations & Account Onboarding

• Oversee complex operational workflows including:
• New account openings, Account transfers (ACATs), Money movement requests, Alternative investment paperwork, Beneficiary updates, Required minimum distributions, Cash management requests, Estate and trust account administration support
• Review and process wires, ACHs, journals, checks, deposits, and other transactional requests in accordance with firm policies and compliance standards
• Ensure accuracy, completeness, and timeliness of all client documentation and operational processing
• Coordinate directly with custodians, vendors, and internal partners to resolve operational issues efficiently
• Maintain accurate books and records while ensuring adherence to compliance and regulatory standards
• Identify opportunities for workflow improvement, operational scalability, and process optimization

Advisor & Practice Management Support

• Act as a strategic operational partner to advisors, helping manage priorities, timelines, and execution across the business
• Assist with preparation and organization of financial planning deliverables, investment review materials, and client reporting
• Help oversee internal workflows, task management systems, and service calendars to ensure accountability and follow-through
• Support business continuity and practice management initiatives as the firm scales
• Assist with special projects, strategic initiatives, and implementation of operational enhancements

Client Experience & Event Coordination

• Coordinate personalized client outreach related to life events, milestones, and relationship management initiatives
• Support planning and execution of client appreciation events, educational seminars, and firm-hosted experiences
• Help maintain consistency in client communications and overall brand presentation

Operational & Office Support

• Assist with client technology troubleshooting 
• Manage FedEx and outgoing mail coordination 
• Support building-related issues and vendor coordination as needed 
• Oversee administrative workflows and internal task queues

Requirements

  What We're Looking For

• 4-10+ years of experience within wealth management, private wealth, family office, or financial services environments
• Prior experience in roles such as:
  • Senior Client Associate
  • Wealth Management Associate
  • Private Wealth Associate
  • Operations Manager within an RIA or advisory practice
• Strong understanding of wealth management operations, investment accounts, financial markets, and client service workflows
• Experience supporting high-net-worth and ultra-high-net-worth clientele preferred
• Familiarity with custodial platforms such as Pershing, Schwab, Fidelity, or similar
• CRM experience preferred
• Strong organizational skills with exceptional attention to detail and follow-through
• Ability to prioritize and manage multiple competing priorities in a fast-paced environment
• Excellent written and verbal communication skills
• High emotional intelligence, professionalism, discretion, and client-centric mindset
• Self-starter who is proactive, resourceful, and capable of working independently
• Series 7 and 66/65 preferred or willingness to obtain

Why Join Quorum Private Wealth Management?

• Competitive Base Salary ($105,000-$135,000 - Commensurate with Experience) + Discretionary Annual Firm Bonus Potential 
• Opportunity to join a growing, multi-generational advisory practice at a pivotal scaling stage 
• Direct exposure to senior advisors and high-net-worth client relationships 
• Collaborative, team-oriented environment rooted in trust and accountability 
• Opportunity to help shape and build internal processes and client experience infrastructure 
• Opportunity for professional mentorship 
• Long-term growth potential within operations, client service, or marketing support tracks 
• Access to dealth, dental, vision insurance
• 401(k) Safe Harbor Contribution
• Paid time off
• Firm-supported professional development