Overview
Location: Jersey City, NJ
In-Office: 4 days/week (Friday remote flexibility)
Salary Range: $85,000 - $100,000 base + benefits
About Us Crescent Harbor Private Wealth is a boutique wealth management firm based in Jersey City, focused on delivering highly personalized financial guidance to a concentrated group of high-net-worth clients. The firm prides itself on deep client relationships, thoughtful planning, and operational excellence.
Position Overview The Senior Client Associate will provide end-to-end operational and client service support to the advisory team. This role goes far beyond traditional administrative support and requires someone who can work independently, manage multiple workflows simultaneously, and confidently interact with both clients and advisors. You will own key operational processes including account openings, money movement, custodian coordination, and complex paperwork.
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
What this role is NOT:
calendar management, inbox management, or executive assistant work. The focus is operations and client service ownership.
Qualifications
Several years of experience (3–8+) in wealth management, RIA, or financial services
Experience as a Client Associate, Senior Client Associate, or similar role
Registration preferred (Series 7/63 or 66)
Deep familiarity with custodial platforms (Schwab strongly preferred)
Highly organized, detail-oriented, and proactive – you notice issues before they become problems
Comfortable working independently
Confident but collaborative communication style
Someone who wants to own this role long-term, not transition into an advisor track
Benefits & Compensation
Base Salary: $85,000 – $100,000 (based on overall knowledge & experience)
Full benefits package including health insurance and 401(k)
In-office role (4 days per week); Friday remote flexibility available after training period is complete
Stable, consistent schedule with a high degree of trust and autonomy
Why Join Our Team? Crescent Harbor Private Wealth is a growing, boutique wealth management firm serving a select group of high-net-worth and ultra-high-net-worth clients. With approximately $1.6–$2B in AUM. We are seeking an experienced, steady, and highly capable Registered Client Associate to serve as the operational backbone of the firm. This is not an entry-level role and not a stepping stone to becoming an advisor. This is a long-term, high-impact position for someone who takes pride in owning client service and operational excellence. If you enjoy being the person who keeps everything running, thrives in a detail-driven environment, and wants to be a valued, long-term member of a close-knit team, this role was designed for you.
Salary Description
$85,000-$100,000
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In-Office: 4 days/week (Friday remote flexibility)
Salary Range: $85,000 - $100,000 base + benefits
About Us Crescent Harbor Private Wealth is a boutique wealth management firm based in Jersey City, focused on delivering highly personalized financial guidance to a concentrated group of high-net-worth clients. The firm prides itself on deep client relationships, thoughtful planning, and operational excellence.
Position Overview The Senior Client Associate will provide end-to-end operational and client service support to the advisory team. This role goes far beyond traditional administrative support and requires someone who can work independently, manage multiple workflows simultaneously, and confidently interact with both clients and advisors. You will own key operational processes including account openings, money movement, custodian coordination, and complex paperwork.
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
What this role is NOT:
calendar management, inbox management, or executive assistant work. The focus is operations and client service ownership.
Qualifications
Several years of experience (3–8+) in wealth management, RIA, or financial services
Experience as a Client Associate, Senior Client Associate, or similar role
Registration preferred (Series 7/63 or 66)
Deep familiarity with custodial platforms (Schwab strongly preferred)
Highly organized, detail-oriented, and proactive – you notice issues before they become problems
Comfortable working independently
Confident but collaborative communication style
Someone who wants to own this role long-term, not transition into an advisor track
Benefits & Compensation
Base Salary: $85,000 – $100,000 (based on overall knowledge & experience)
Full benefits package including health insurance and 401(k)
In-office role (4 days per week); Friday remote flexibility available after training period is complete
Stable, consistent schedule with a high degree of trust and autonomy
Why Join Our Team? Crescent Harbor Private Wealth is a growing, boutique wealth management firm serving a select group of high-net-worth and ultra-high-net-worth clients. With approximately $1.6–$2B in AUM. We are seeking an experienced, steady, and highly capable Registered Client Associate to serve as the operational backbone of the firm. This is not an entry-level role and not a stepping stone to becoming an advisor. This is a long-term, high-impact position for someone who takes pride in owning client service and operational excellence. If you enjoy being the person who keeps everything running, thrives in a detail-driven environment, and wants to be a valued, long-term member of a close-knit team, this role was designed for you.
Salary Description
$85,000-$100,000
#J-18808-Ljbffr