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Client Service Associate – Wealth Management 

Our client, a wealth management practice specializing in comprehensive financial planning, investment management, and long-term wealth strategies for individuals and families, is looking for a Client Service Associate. As their Client Service Associate, you’ll provide exceptional customer service, support our advisors, and help us continue to grow while maintaining the world class standard of care our clients expect.

Best-in-Class Benefits and Culture:

Our client believes exceptional work deserves exceptional rewards. This opportunity offers a competitive base salary, depending on experience, along with a comprehensive benefits package designed to support employees professionally, financially, and personally. Our client’s best-in-class benefits package includes:

• Comprehensive Health Coverage – Medical, dental, and vision
• 401(k) with Employer Match – supporting long-term financial stability
• Tax-Advantaged Savings – HSA and FSA options
• Generous Time & Flexibility – PTO

Our client fosters a collaborative, inclusive workplace where professionals at every stage of their careers can thrive. They value innovation, open communication, and continuous learning, while promoting flexibility, trust, accountability, and shared success, creating an environment where employees can make meaningful contributions and grow long-term.

To thrive/as the Client Service Associate, you should have:        

• 2+ years of client services with prior financial industry experience a plus. Bachelor’s degree preferred. 
• Solid problem resolution abilities with exceptional organizational and time management skills; detail-oriented with a high degree of accuracy; ability to multitask, prioritize, and meet deadlines.
• Highly competent computer skills with advanced knowledge of Microsoft Office Suite; experience with CRM systems.

Your responsibilities as the Client Service Associate will include:        

• Serve as the primary point of contact for client service inquiries, coordinating with internal teams, custodians, and back-office departments to resolve issues.
• Prepare and process client account documentation and financial transactions, including account openings, asset transfers, distributions, and insurance/annuity paperwork while maintaining compliance and accuracy.
• Maintain CRM systems by tracking client interactions, managing workflows, updating records, and supporting scheduling and calendar coordination.
• Assist with technology systems and vendor relationships, including CRM maintenance and operational system support.
• Provide administrative and marketing support, including process documentation updates, website and social media maintenance, and project tracking to support business development initiatives.

About Our Client

Our client is committed to delivering a comprehensive wealth management experience built on trust, integrity, and operational excellence. Through personalized financial planning, disciplined investment strategies, and collaborative team support, the firm prioritizes exceptional client service and meticulous attention to detail. Team members are empowered to make meaningful contributions to operations, client relationships, and continuous process improvement.

Ready to Elevate the Client Experience?

Step into a high-impact wealth management role where you will drive operational excellence, strengthen client relationships, and support Financial Advisors through best-in-class client service and financial operations. If you are detail-driven, organized, and passionate about delivering premium service in the financial services industry, our client invites you to apply and advance your career today.

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We will consider qualified applicants with criminal histories for employment.

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