What are the responsibilities and job description for the Client Service Associate position at Boutique Recruiting?
Onsite
A boutique wealth management firm is seeking a Client Service Associate to support high-net-worth clients and assist advisors with onboarding, asset management, and client service operations. This role is ideal for a detail-oriented, committed professional who thrives in a team-oriented and client-focused environment. The successful candidate will play a key role in client communication, account transfers, troubleshooting, and appointment coordination, ensuring seamless service and operational efficiency.
Salary Range : $90,000 - $115,000 / year DOE
Client Service Associate Responsibilities :
- Manage relationships with high-net-worth clients
- Handle client onboarding, transfers, and account maintenance
- Communicate with clients to resolve inquiries and troubleshoot issues
- Work closely with advisors to develop and implement client service strategies
- Utilize platforms such as Schwab, eMoney, Wealthbox, Outlook, and Orion
- Coordinate and schedule client meetings for advisors
- Ensure clients receive the appropriate level of service and attention based on account segmentation
Client Service Associate Requirements :
Benefits :
If you are a sharp, client-focused professional looking to grow within a dynamic and supportive wealth management firm, apply today!
LI-KL1
Salary : $90,000 - $115,000
