What are the responsibilities and job description for the Client Service Associate position at Boutique Recruiting?
Position Title: Client Service Associate
Salary Range: $60,000–$75,000 / Year, DOE
Join a well-established wealth management firm where client service is the standard, not an afterthought. This Client Service Associate will work closely with financial planners, advisors, and fellow CSAs to deliver a high-touch experience for clients while managing account activity, preparing for meetings, coordinating with custodians, and keeping every detail moving behind the scenes.
The ideal candidate brings 2 years of client service experience within an RIA, broker-dealer, or investment advisory environment and knows how to take ownership without waiting to be told what comes next. They are organized, proactive, confident with clients, and genuinely enjoy being the person a team can count on.
Responsibilities
Salary Range: $60,000–$75,000 / Year, DOE
Join a well-established wealth management firm where client service is the standard, not an afterthought. This Client Service Associate will work closely with financial planners, advisors, and fellow CSAs to deliver a high-touch experience for clients while managing account activity, preparing for meetings, coordinating with custodians, and keeping every detail moving behind the scenes.
The ideal candidate brings 2 years of client service experience within an RIA, broker-dealer, or investment advisory environment and knows how to take ownership without waiting to be told what comes next. They are organized, proactive, confident with clients, and genuinely enjoy being the person a team can count on.
Responsibilities
- Serve as a key point of contact for clients, answering questions, coordinating requests and providing responsive, professional service
- Partner with financial planners and advisors to prepare for client meetings, organize materials and complete post-meeting follow-up
- Process account openings, closings, distributions, IRA transactions and other client account requests
- Coordinate with custodians and internal teams to ensure transactions, paperwork and client requests are completed accurately and efficiently
- Prepare client documentation, forms and supporting materials while maintaining organized and accurate records
- Support a team-based service model by collaborating with fellow Client Service Associates and planners across the firm
- Participate in client events and contribute ideas that improve processes, efficiency, and the overall client experience
- 2 years of Client Service Associate experience within an RIA, broker-dealer, or investment advisory environment
- Experience consistently supporting financial advisors or planners and working directly with investment or wealth management clients
- Strong proficiency with Microsoft Office, including Excel formulas
- Working knowledge of financial services terminology, account processes, and client service expectations
- Exceptional organization, time management and follow-through with the ability to independently prioritize responsibilities
- Confident, polished communication skills and a genuine commitment to delivering an exceptional client experience
- Proactive mindset with the ability to identify needs, ask thoughtful questions, take ownership and contribute ideas
- 401(k) with company match
- Biannual cost-of-living adjustments averaging approximately 3% annually
- Medical insurance options with the company covering approximately 50–60% of the individual premium after 90 days
- Two weeks of combined sick and vacation time with increased PTO based on tenure
- Paid major holidays, one floating holiday, and the day after Thanksgiving off
Salary : $60,000 - $75,000