Client Relationship Associate

Role Overview

• Administer and maintain client accounts and records across internal and external systems.
• Process account openings, closures, ownership changes, maintenance requests, and other account servicing activities.
• Resolve account exceptions and operational issues while supporting audits, reviews, and special servicing requests.
• Coordinate vendor onboarding, including W-9 collection, record setup, and payment documentation.
• Process wire, ACH, check, and deposit transactions accurately and on time.
• Review and validate payment instructions, perform Positive Pay controls, and follow approval workflows and internal control procedures.
• Maintain documentation and ensure compliance with operational policies and cash movement controls.
• Provide operational support to Relationship Managers, Trust Administrators, and internal partners.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• 2–5 years of experience in family office, trust, wealth management, banking, fiduciary administration, or financial operations.
• Experience with account administration, payment processing, client reporting, or operational support.
• Strong technology aptitude; experience with AgilLink is preferred.
• Ability to manage multiple priorities in a dynamic environment.
• Experience leading projects, coordinating initiatives, or mentoring others is a plus.

Benefits

• Cozen O’Connor is committed to fostering greater inclusion in the legal profession.
• Organizational effectiveness that comes from welcoming and valuing differences.
• We encourage candidates to apply and join us in this effort.
• Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.