Wealth Management Client Service Associate

A leading fintech platform serving the alternative investment marketplace, connecting advisors, wealth managers, asset managers, and banks with private and public market investment strategies for high-net-worth clients. The firm manages relationships tied to well over $200 billion in client assets across more than 1,600 funds, and has been repeatedly recognized as a top fintech innovator and employer of choice.

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Job Description:About the RoleThis organization is seeking a Financial Data & Client Solutions Associate to join its Data Solutions team. The position blends finance and technology, focusing on configuring and maintaining financial software platforms, supporting clients through issues and onboarding, and contributing to special projects that support company growth.ResponsibilitiesFinancial reporting and data tools:Analyze and interpret portfolio performance outcomesPerform account-level reconciliations, including researching and resolving discrepancies, cancellations, and correctionsReview private equity and hedge fund statements for system inputCollaborate with clients and partners to troubleshoot data issuesClient relationship management:Support client onboarding, account setup, training, and ongoing day-to-day serviceManage and resolve client issues as they arisePlatform administration:Configure systems, set up new clients, and classify new accounts and assetsSupport data feed managementBuild custom reports tailored to client needsCoordinate with vendor partners on system enhancements and troubleshootingCollaborate with the team to prioritize and complete projects on schedule and to specHelp develop policies, procedures, and controls to improve operational effectivenessProactively identify and address client and business needsQualifications2–5 years of relevant professional experienceBachelor's degreeStrong customer service orientation and relationship-building skillsSolid understanding of financial instrumentsBackground in RIA/wealth management operations, procedures, and client serviceExperience working with wirehouses or custodiansHighly organized, self-driven, and able to manage competing deadlines xzbcwsv Detail-oriented with a structured approach to workComfortable adopting new technology and software quickly, including platforms such as Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar; planning tools like eMoney or MoneyGuidePro; strong Excel/PowerPoint skills; basic database/programming familiarity; and working knowledge of Photoshop or HTMLKnowledge of financial products including equities, bonds, ETFs, mutual funds, SMAs/UMAs, and alternative investmentsFamiliarity with performance reporting, portfolio management/rebalancing, and how family offices and RIAs operateStrong critical thinking, problem-solving, and communication skillsComfortable working both independently and collaboratively in a fast-paced environment