Client Servicing Communications Senior Associate

Step into the role of Senior Associate, Client Servicing Communications, where you will shape and elevate how we communicate with clients across key servicing touchpoints. You will play a critical role in advancing scalable, compliant, and client-centered communications that strengthen trust and improve the overall experience.

As a Senior Associate in Wealth Management Client Servicing Communications, you will support the Vice President of Client Servicing in improving client-focused servicing communications through strategy, governance, and partnerships. You will drive strategic initiatives and evolve standards, templates, and operating rhythms to support scalable, high-quality communications. You will partner closely with product, legal, compliance, and delivery teams to ensure communications are clear, compliant, and aligned with brand expectations while enhancing the end-to-end client experience.

Job responsibilities

• Drive initiatives that improve consistency, quality, and speed across the servicing communications workflow 

• Oversee the end-to-end client experience and identify opportunities to enhance client-facing communications 

• Recommend scalable solutions and introduce automation opportunities to improve efficiency and reduce manual effort 

• Strengthen governance by developing and refining standards, templates, and review processes 

• Partner with Legal and Compliance teams to interpret regulatory requirements and implement repeatable guidance 

• Support governance forums by preparing materials, tracking decisions, and driving follow-ups 

• Monitor industry trends and regulatory updates and translate insights into actionable improvements 

• Define and track performance metrics to measure communication effectiveness and impact 

• Partner with internal teams and external vendors to ensure delivery of high-quality, production-ready communications

Required qualifications, capabilities, and skills 

• 3 plus years of experience in marketing, communications, or a related field

• Strong writing and editing skills with a focus on clarity, consistency, and brand alignment

• Familiarity with regulated communications and legal or compliance review processes

• Proven ability to manage cross-functional workflows and meet deadlines in a fast-paced environment

• Strong attention to detail and ability to document processes and decisions clearly

Preferred qualifications, capabilities, and skills

• Experience with customer servicing communications (letters, statements, notices, FAQs, digital messages)
• Knowledge of accessibility and plain language standards for customer communications
• Basic familiarity with governance frameworks, risk/controls, or quality assurance methods

Additional information 

• This role partners across product, legal, compliance, and vendor teams to drive scalable communication solutions 

• Success is measured through improvements in communication quality, consistency, and client experience outcomes