Senior Client Service Associate

Description

Overview

Cogent Private Wealth is seeking a highly motivated and experienced Senior Client Service Associate to join our growing wealth management team. This individual will play a pivotal role in delivering an exceptional client experience by serving as the primary point of contact for high-net-worth clients and supporting advisors and financial planners in all aspects of client service and operations.

The ideal candidate has a strong background in financial services, exceptional interpersonal and organizational skills, and a passion for helping clients navigate their financial lives. This is a client-facing role that requires professionalism, attention to detail, and proactive problem-solving.

About Cogent Private Wealth

Cogent Private Wealth is a Florida-based, fee-only Registered Investment Advisor offering comprehensive financial planning and investment management services. We combine innovative tools, elite service, and an industry-leading fee structure to help clients—and the wealth management industry—move toward a brighter financial future.

We are committed to lifelong learning. Employees at all levels are encouraged to pursue opportunities that challenge them personally and professionally.

Cogent Private Wealth is affiliated with Cogent Bank, a Florida-chartered commercial bank providing a wide range of financial services to businesses, business owners, and private banking clients.

Requirements

Responsibilities

• Serve as the first point of contact for client inquiries and service requests, ensuring timely and accurate resolution.
• Manage and maintain client accounts, including onboarding, transfers, updates, and required documentation.
• Coordinate and execute money movement transactions (ACH, wires, checks, internal transfers), ensuring accuracy and compliance.
• Collaborate with wealth advisors and financial planners to prepare client meeting materials, including agendas and follow-up documentation.
• Maintain current and accurate client records, ensuring full compliance with regulatory and internal policies.
• Contribute to the development and refinement of client service processes and workflows.
• Proactively resolve client issues, escalating complex matters when appropriate.
• Support firm-wide initiatives and contribute to continuous improvement projects.
• Build and maintain trusted, long-term client relationships through consistent, high-touch service.

Qualifications

• Minimum 3 years of experience in client service within a wealth management, RIA, or financial advisory environment.
• Proficiency with financial custodial platforms (Charles Schwab experience preferred) and CRM systems.
• Solid understanding of investment account types, financial instruments, and compliance best practices.
• Excellent written and verbal communication skills with a strong client-service orientation.
• Highly organized and detail-oriented with strong time management skills.