Position Details

Salary $75K – $85K USD / year

Type Not Specified

Experience entry

Exp. Years Not specified

Education Not specified

Category Business Analysis

About this role

This role supports High-Net-Worth (HNW) client relationships by partnering with the Client Service Team (Trust Officers, Portfolio Managers, Relationship Managers). The associate handles account administration, prepares client-facing materials, reviews trust documents for compliance, and performs core transaction and KYC-related tasks.

Key Responsibilities

Work with Trust Officers and Relationship Managers on HNW family relationships and client deliverables
Review trust documents and ensure transactions comply with the trust agreement
Review daily overdraft report and coordinate cash cures with the Portfolio Manager
Initiate wire transfers, discretionary principal payments, currency transactions, bill paying, and gifts and contributions
Analyze documents to begin Know Your Customer (KYC) processes and support account openings review

Technical Overview

This is primarily wealth management operations and client servicing work, involving compliance-minded trust document review, cash and transaction coordination, and Know Your Customer (KYC) account onboarding support.

Ideal Candidate

The ideal candidate is an entry-level professional who can support High-Net-Worth (HNW) client relationships through account administration, ongoing deliverables, and regular client interaction. They are detail-oriented with trust-document review and compliance to the trust agreement, and comfortable executing core investment servicing actions like wire transfers and daily overdraft review.

Must-Have Skills

regular interaction with High-Net-Worth (HNW) clientsfollow-up and management of ongoing client deliverablesreview trust documents and ensure transactions are in compliance with the trust agreementinitiate wire transfers

Tools & Platforms

PowerPoint

Required Skills

High-Net-Worth (HNW) client serviceaccount administrationwealth projectionscash flowsfee reviewsPowerPoint presentationstrust document reviewtrust agreement compliancedaily overdraft report reviewwire transfersdiscretionary principal paymentscurrency transactionsbill payinggifts and contributionstrust terminationsaccount closing coordinationKnow Your Customer (KYC) processesaccount openings reviewclient deliverables management

Hard Skills

Soft Skills

client relationship managementregular interaction with High-Net-Worth (HNW) clientsfollow-upcoordinationattention to detailcollaboration with Trust OfficersPortfolio Managersand Relationship Managerscommunication for client meetings

Industry & Role

Industry Fintech

Job Function Provide day-to-day HNW client service and wealth administration support across trusts, transactions, and KYC.

Role Subtype Client Relationship Associate

Keywords for Your Resume

Relationship AssociateClient Service TeamTrust OfficersPortfolio ManagersRelationship ManagersHigh-Net-Worth (HNW) clientsaccount administrationwealth projectionscash flowsfee reviewsPowerPoint presentationstrust documentstrust agreementdaily overdraft reportwire transfersdiscretionary principal paymentscurrency transactionsbill payingKnow Your Customer (KYC)account openings

Deal Breakers

Must be able to manage ongoing client deliverables for High-Net-Worth (HNW) clients, Must demonstrate ability to review trust documents and ensure compliance with the trust agreement, Must demonstrate ability to initiate wire transfers

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