District Partners has been retained by a highly respected national wealth management firm to identify a Senior Client Service Specialist to join its growing Wealth Management team. This is an exceptional opportunity for a seasoned client service professional who thrives in a fast-paced, high-touch environment supporting high-net-worth and ultra-high-net-worth clients with complex financial lives.

The individual in this role will serve as a critical partner to Wealth Advisors, ensuring seamless delivery of client service, operational excellence, and account management across a sophisticated client base. This role is ideal for someone who brings deep experience in wealth management client service, enjoys solving complex problems, and takes pride in delivering a white-glove client experience.

This position offers the opportunity to work alongside some of the most accomplished professionals in the industry while helping drive operational excellence and service delivery across a rapidly growing advisory platform.

What You'll Do:

Client Relationship & Service Delivery

• Serve as a senior member of the Wealth Management client service team, ensuring the highest level of service delivery for high-net-worth and ultra-high-net-worth clients
• Act as a primary operational partner to Wealth Advisors, supporting client relationships through proactive service and account management
• Manage and resolve complex client service requests across multiple custodians, account structures, and investment vehicles
• Maintain a deep understanding of client relationships, financial structures, and investment portfolios to ensure exceptional service and responsiveness
• Generate client correspondence and documentation related to account servicing, onboarding, and ongoing client requests

Client Onboarding & Account Management

• Lead the onboarding process for new client relationships, including account setup, documentation, and coordination with custodians and internal teams
• Prepare and process key client documentation including advisory agreements, investment policy statements, and financial planning engagement documents
• Manage ongoing account maintenance activities including transfers, address changes, account openings and closings, and account updates
• Structure and verify complex money movements across client accounts, ensuring accuracy and adherence to internal controls

Reporting, Billing & Documentation

• Oversee client reporting processes, including performance reporting, reconciliation of statements, and manual reporting adjustments when necessary
• Partner with Wealth Advisors to establish and maintain complex client billing arrangements
• Prepare and process quarterly and ad-hoc reporting for clients and their advisors, accountants, and other professional partners
• Ensure all client files and documentation meet firm compliance standards and proactively remediate any documentation gaps

Operational Coordination

• Work closely with operations and portfolio management teams to ensure client accounts are properly structured and maintained
• Support senior team members with client trading activity and account servicing where needed
• Prepare and process client wire transfers and other transactional requests

Leadership & Team Development

• Provide mentorship and guidance to junior client service professionals
• Support onboarding and training of new team members across the client service organization
• Identify opportunities to develop and implement best practices across the client service team
• Lead or participate in operational and service improvement projects across the firm

What You'll Have:

• Bachelor’s degree or equivalent professional experience
• 5+ years of client service experience within wealth management, private banking, brokerage, or a similar financial services environment
• Proven experience supporting high-net-worth or ultra-high-net-worth clients with complex financial structures
• Strong knowledge of investment accounts, portfolio structures, and wealth management operations
• Demonstrated ability to mentor and train junior client service professionals
• High level of proficiency with Microsoft Office, including Excel, Outlook, Word, PowerPoint, and Adobe
• Experience working with CRM systems and client reporting platforms

Core Competencies:

• Exceptional client service mindset and passion for delivering a white-glove experience
• Ability to thrive in a fast-paced, collaborative, and high-growth environment
• Strong organizational and problem-solving skills with the ability to manage multiple priorities simultaneously
• High level of attention to detail and commitment to operational accuracy
• Demonstrated discretion and commitment to maintaining strict client confidentiality
• Strong understanding of financial markets, investment structures, and wealth management operations
• Ability to work independently, make sound decisions, and proactively resolve challenges
• Professional demeanor, strong work ethic, and high personal integrity