We are seeking an experienced and highly motivated individual to join our growing team as a Senior Private Client Associate . This role is ideal for professionals with a wealth advisory or family office solutions background who are passionate about delivering exceptional client experiences and supporting ultra high-net-worth families.

As a Senior PCA, you will work closely with a Senior Consultant, a Consultant and Associate Consultants to provide comprehensive support across client service, administration, and investment-related activities. You will also contribute to strategic initiatives shaping our firm's future.

Who Should Apply

We especially welcome applicants with experience in:

• Wealth advisory or Investment Consulting firms
• Multi-family or single-family office

Key Responsibilities

Client Service

• Prepare customized materials for client meetings in collaboration with your practice group
• Respond to client and third-party inquiries with professionalism and discretion
• Coordinate and track client meetings and follow-ups
• Liaise with client families, financial institutions, and service providers to ensure seamless communication and execution

Administration

• Maintain accurate and up-to-date records in our CRM and reporting systems
• Prepare and reconcile client reports using both internal and external data sources
• Ensure timely and accurate trade execution in coordination with the Client Service Team
• Collaborate with internal teams to ensure data integrity and reporting accuracy

Investment Introductions

• Supporting Consultants in addition to the Client Service and Administrative tasks by demonstrating a good understanding of asset classes.
• The ability to follow along portfolio discussions and assist Consultants with increasing involvement in investment strategy discussions over time.
• Support the practice group in overall Client Relationship building beyond the day-to-day tasks.

Qualifications

• University degree
• 2+ years of relevant experience
• Strong proficiency in Microsoft Office (Excel, Word, OneNote, Teams)
• Excellent written and verbal communication skills in English
• Commitment to complete the Exempt Market Proficiency Exam within 3 months
• Evidence of commitment to the pursuit of a CFA designation or Chartered Investment Manager (CIM)
• Demonstrated interest in investment advisory and/or wealth management

Key Attributes

• Strong client service orientation and interpersonal skills
• High attention to detail and organizational ability
• Ability to manage multiple priorities in a fast-paced, collaborative environment
• Proactive problem-solving and escalation skills
• Process-driven with a commitment to follow-through
• Flexible availability for occasional early or late work hours
• Eagerness to contribute to firmwide initiatives and continuous learning

Compensation & Benefits

• Competitive base salary with performance-based bonus
• Health benefits through a Health Spending Account
• Eligibility for awards under the firm’s incentives plan
• Annual allowance for continuing education
• Career advancement opportunities based on performance
• 3 weeks’ vacation per year, and 1 volunteer day per year (in addition to 2 personal days)

Accessibility

Prime Quadrant Corp is committed to fair and accessible employment practices. If you require accommodations during the application or recruitment process, please contact us at careers@primequadrant.com .