Company Description

Serenity Capital Advisors is dedicated to bringing clarity, confidence, and peace of mind to clients' financial lives. We provide a comprehensive family office–style service model that integrates investments, retirement planning, estate and tax strategies, and more into a cohesive strategy. Acting as fiduciaries, we prioritize clients' long-term goals with a client-first approach rooted in ethical and disciplined wealth management. Our personalized, holistic services simplify financial complexities and foster meaningful, collaborative relationships. At Serenity, we aim to help you protect and grow your wealth while achieving financial serenity. Learn more at www.SerenityCapAdvisors.com

Role Description

We are seeking an Assistant Vice President – Client Services & Operations to join our team in a key client-facing and operational role. This individual will directly support senior management and clients, help streamline internal processes, and contribute to the professional, service-driven culture of the firm.

This is an excellent position for someone who wants to grow with a small firm, take initiative, and build a career in financial services and wealth management.

Schedule: Monday–Friday, 8:30 AM – 4:30 PM (On-site)

Key Responsibilities

Serve as a primary point of contact for clients with professionalism, warmth, and a service-first mindset
Support account onboarding, transfers, and custodial paperwork (Schwab experience a plus, but not required)
Prepare client meeting materials, reports, and follow-up communications
Maintain accurate records and ensure data integrity across internal systems
Assist with operational workflows and help improve processes as the firm grows
Coordinate with advisors to ensure timely follow-up and exceptional client experience
Take initiative to identify opportunities to enhance client service and internal efficiency
Support miscellaneous administrative and operational tasks as needed in a small-team environment

Qualifications

Bachelor’s degree required (Finance or Accounting preferred)
Strong organizational skills with exceptional attention to detail
Self-starter who takes initiative, learns quickly, and thrives in a small, growing firm
High social intelligence and excellent communication skills
Friendly, professional demeanor and a client-first attitude
Proficiency in Microsoft Office, Word, and especially Excel
Ability to handle multiple tasks and prioritize effectively
Prior customer service experience is a plus; financial services experience a strong plus

What We’re Looking For

Someone who genuinely cares about people and enjoys helping clients
A positive attitude and willingness to go above and beyond
A growth-oriented mindset with interest in building a career in wealth management
A long-term team member who wants to develop into a more senior role over time

Compensation & Benefits

Salary: $55,000+ (commensurate with experience)
Bonus opportunity
401(k) plan
Health, dental, and vision insurance
Paid time off and holidays
Professional development and career-growth opportunities within the firm

Jobs in Pittsford

Assistant Vice President- Client Services & Operations