Client Associate

The Client Associate position works with Alpha Wealth Management.We are seeking a Client Associate to join our growing wealth management team. This is an entry-level to early-career position ideal for someone who enjoys client interaction, is highly organized, and is interested in building a career in financial services. The Client Associate plays a key role in supporting advisors and clients by handling day-to-day service needs, maintaining accurate records, and ensuring a positive client experience. This role offers hands-on exposure to wealth management operations, with training and growth opportunities for the right candidate.Pay Range: $18.00 - $30.00 per hour, based on qualificationsJob SummaryThe Client Associate supports the firm’s advisors and clients by providing high-quality client service, administrative support, and operational assistance. This role serves as a key point of contact for client inquiries and helps ensure account information, documentation, and communications are handled accurately and professionally. The position is well-suited for an entry-level to moderately experienced professional interested in gaining exposure to the wealth management industry. Education and ExperienceSeries 65 license preferredExperience with/understanding of investmentsBachelor's degree preferred College coursework/ degree in accounting, finance, or business-related field preferredTwo years of prior administrative office experience (or equivalent experience) Proficient in Microsoft Office (specifically Excel and Word), and Adobe Acrobat KnowledgeBasic understanding of customer service principles and professional communicationFamiliarity with general office procedures, recordkeeping, and documentationComfort using computer software, web-based platforms, and internal systems SkillsProfessional discretion when handling confidential client informationStrong attention to detail and accuracyClear verbal and written communication skillsAbility to follow established processes and instructionsComfortable working independently while also supporting a teamWillingness to learn new systems, procedures, and industry conceptsOrganized, dependable, and responsive to client and team needs Primary Job DutiesServe as a first point of contact for clients via phone, email, and virtual communicationAssist clients with routine account inquiries and service requestsCoordinate with advisors and third-party partners to support account maintenance and documentationMaintain accurate records of client interactions and transactionsPrepare, organize, and maintain confidential files and reportsUse internal systems and software to support daily operationsAssist with scheduling meetings and preparing materialsSupport basic Excel tasks such as data entry, tracking, and simple formulasPerform additional administrative and operational tasks as assigned

Salary : $18 - $30