Personal Finance Client Associate for a U.s. Based Financial Firm

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Our client is a boutique, fiduciary wealth management and financial advisory firm that partners with high-net-worth individuals and families to help them grow, preserve, and transfer wealth with intention. With a focus on comprehensive financial planning, investment management, and legacy strategies, the firm provides highly personalized service and long-term guidance. Their collaborative, multidisciplinary approach ensures that every aspect of a client’s financial life is aligned—from tax and estate planning to investment strategy and risk management.
Role Overview
We’re seeking a sharp, detail-obsessed Personal Finance Client Associate to join a boutique, fiduciary wealth management and financial advisory firm that offers personalized financial guidance to U.S.based high-net-worth individuals and families.
This is a high-trust, execution-focused role where your primary responsibility will be managing day-to-day operational workflows that support individual financial needs across banking, personal tax and accounting, real estate, trust and estate planning, and insurance-related matters. You’ll serve as a key support partner in a client's financial life, often coordinating directly with their advisors, attorneys, bankers, and tax professionals.
The role demands someone with hands-on experience managing personal (not corporate) financial operations—including account setups, documentation handling, real estate paperwork, wire/ACH processing, and regulatory compliance (e.g., KYC, AML) in service of individuals and families.
**Workload expectations**:
This role primarily involves managing workflows and critical client documentation across our professional service lines. A typical week may include:

- Processing money movements and transactions (ACH, wires, bill payments)
- Coordinating secure document sharing (e.g., tax docs, contracts, K-1s)
- Executing administrative actions like forming LLCs or preparing basic agreements
- Inputting financial data and assisting with preliminary financial forecasts
- Collaborating with specialized professionals (accountants, attorneys, bankers)
- Responding to client inquiries via shared inboxes and Microsoft Teams threads

While this position touches all areas of client service, it remains primarily executional in nature and demands working knowledge of finance, investment operations, basic accounting workflows, and general legal processes.
**Your responsibilities**:

- Personal Client Support: Respond to client inquiries and execute requests across multiple personal financial categories (banking, insurance, real estate, estate planning).
- Transactional Execution: Handle high-trust financial transactions (ACHs, wires, transfers, bill payments) with precision and urgency.
- Banking & Account Administration: Manage custodial paperwork, personal banking processes, and investment account openings and transfers.
- Trusts, Estates, and Legal Coordination: Support setup and administration of trusts, LLCs, and estate planning documentation in collaboration with legal teams.
- Insurance & Real Estate: Assist with insurance policy management, claims, and real estate closing documentation and logistics.
- Document Management: Organize and maintain highly sensitive financial, legal, and personal records.
- Cross-Functional Coordination: Communicate effectively with CPAs, estate attorneys, real estate agents, and private bankers.
- Compliance & Regulation: Ensure adherence to U.S.based compliance standards (KYC, AML, FATCA) and internal best practices.
- CRM & Reporting: Maintain accurate records in Wealthbox, Right Capital, or similar financial CRMs; assist with personal finance tracking and preliminary financial planning data.
- Process Optimization: Identify inefficiencies in workflows and propose enhancements to increase operational accuracy and speed.

**Requirements**:

- Bachelor’s degree in Finance, Business, Accounting, or related field strongly preferred.
- Fluent English; excellent written and verbal communication skills in professional U.S. business contexts.
- 5+ years in a client-facing financial operations or service role, ideally within personal banking, private wealth, personal tax/accounting, or estate law.
- Demonstrated experience managing U.S.based personal financial matters (Not Corporate) including banking, insurance, property closings, tax filings, and estate or trust setups, preferably for high-net-worth individuals or families.
- Strong familiarity with the nuances of U.S. personal finance systems, forms, and regulatory requirements (e.g., wire instructions, W-9s, 1099s, trust documentation).
- Previous work in a U.S. RIA, pr