What are the responsibilities and job description for the Client Service Associate position at Appian Wealth?
About Us
At Appian Wealth, we guide driven and caring people along a clear path toward financial freedom. Our name is inspired by the Appian Way—one of the most enduring Roman roads—symbolizing strength, direction, and long-term prosperity. Just as the Appian Way connected communities and fueled growth, we help clients align their financial lives with long-term goals.
Appian Wealth is hiring a Client Service Associate with experience in wealth management, financial planning, insurance operations, or paraplanning to support client relationships and help deliver an exceptional client experience.
The Client Service Associate plays a central role in delivering an exceptional client experience while helping keep the practice organized, efficient, and compliant.
Day-to-Day Responsibilities
• Communicate with clients via phone and email
• Open new accounts and handle ongoing maintenance
• Conduct research and gather information
• Track tasks and ensure follow-through
• Collect and organize outstanding documents
• Manage client service follow-up and next steps
• Lead clients through insurance underwriting
• Maintain CRM records
• Support compliance requirements
• Coordinate workflow between clients and team members
• Improve processes and client experience
Qualifications & Experience
• 3 years of financial services experience
• Northwestern Mutual experience preferred
• Strong written and verbal communication skills
• High attention to detail
• Ability to manage multiple priorities
• Preferred: Series 6 or 7 and Series 63, 65, or 66
• Preferred: Life and Health Insurance licenses
Schedule
• In-office or hybrid role
• Hybrid employees must work from a local NM office 51% of the time
• Monday-Friday, 8:30 AM to 5:00 PM EST
Compensation & Benefits
• Base salary: $70,000-$85,000
• Annual bonus opportunity: 5%-10%
• Medical insurance (90% employer-paid)
• Dental insurance
• Vision insurance
• 401(k) with 3% employer contribution
• Roth 401(k) contributions permitted
• Paid time off
• Parental leave
• Professional development assistance
Career Growth
The Client Service Associate role can be both a destination and a launching point. Many team members find fulfillment in building a long-term career as a highly skilled CSA, continually expanding their knowledge and impact. Others use the experience gained in this role to pursue new positions across the organization. Regardless of the path chosen, we are committed to supporting meaningful career progression and professional growth. Examples of other roles available within Appian Wealth for potential career growth include: Financial Planning Associate, Paraplanner, Portfolio Manager, Marketing Manager, Financial Advisor.
Salary : $70,000 - $85,000