Andrew Dorman
New York
Summary
Seasoned Client Service Associate with extensive experience supporting institutional and high-net-worth clients within private wealth management. Recognized for delivering client service with precision, discretion, and a meticulous eye for detail. Deep understanding of wealth management operations with a proven ability to anticipate client needs and resolve complex service issues.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Associate
Treasury Partners
New York
10.2025 - Current
- Collaborated with advisors on asset allocation, client presentations, and investment operations, enhancing decision-making for a $25B portfolio
- Tracked client activity and portfolio rebalancing in Salesforce CRM, ensuring accurate reporting and timely adjustments
- Responded promptly to client queries, strengthening ongoing support and building lasting relationships
Institutional Wealth Services Analyst
First Eagle Investments
New York
11.2024 - 09.2025
- Managed subscription and redemption process for separate accounts, mutual funds, and private funds, ensuring compliance and accuracy.
- Collaborated with internal teams, including Sales, Operations, Investor Relations, Legal, and Compliance, to effectively resolve client-related issues.
- Track, analyze and report key financial metrics to upper management
- Prepared clients for new account onboarding by clarifying required documentation to streamline the process.
Client Associate
J.P. Morgan Wealth Management
New York
07.2023 - 03.2024
- Managed trading and asset movement for 100 client relationships within a $4B portfolio
- Direct support to a Forbes top wealth advisor in the U.S. and member of a Forbes Best-In-State Wealth Management Team
- Managed capital requirements for alternative investments and securities-backed loans
Registered Client Service Associate
First Republic Private Wealth Management
New York
06.2022 - 06.2023
- Member of inaugural First Republic PWM client service training cohort
- Achieved certification by passing SIE, Series 7, and Series 66 on first attempt
- Coordinated with various First Republic and J.P. Morgan teams to ensure a seamless transition of business as part of the integration between the two firms
Education
Bachelor of Science - Media Science
Boston University
Boston, MA05-2022
Skills
- Microsoft Office Suite
- Operations management
- Salesforce CRM
- Client services and support
Certification
• SIE
• Series 7, 66
• Series 7, 66
Timeline
Senior Associate
Treasury Partners
10.2025 - Current
Institutional Wealth Services Analyst
First Eagle Investments
11.2024 - 09.2025
Client Associate
J.P. Morgan Wealth Management
07.2023 - 03.2024
Registered Client Service Associate
First Republic Private Wealth Management
06.2022 - 06.2023
Bachelor of Science - Media Science
Boston University