Client Service Associate

What We Are Looking For

• A highly detail-oriented professional who thrives in an execution-focused role
• Someone who values accuracy, consistency, and operational excellence
• A proactive team member who can manage multiple workflows and deadlines without missing details
• An organized communicator who follows through on client requests and internal tasks
• A reliable partner to advisors, ensuring all client service and operational processes run smoothly
• A problem-solver who can identify workflow inefficiencies and help improve processes
• A client-focused professional who delivers a high-quality service experience with professionalism and responsiveness

What You Will Do

• Serve as a core member of a three-person client team alongside the Lead Advisor and Associate Advisor
• Handle inbound client calls, requests, and service needs with professionalism and accuracy
• Schedule client meetings and manage advisor calendars
• Prepare meeting materials and ensure all documentation is complete before deadlines
• Document meeting action items and manage follow-through to completion
• Execute account administration tasks including transfers, distributions, contributions, account openings, and maintenance requests
• Prepare, review, and submit client paperwork with a zero-error mindset
• Coordinate with custodians and third parties to ensure timely completion of requests
• Maintain accurate and up-to-date client records across CRM and financial planning systems
• Input, verify, and organize financial data and documentation
• Track all client deliverables, deadlines, and outstanding tasks
• Ensure all client communication and follow-ups are completed accurately and on time
• Provide proactive status updates to advisors and support overall team efficiency

Requirements

• Strong attention to detail with the ability to maintain a high level of accuracy
• Excellent organizational and time management skills
• Ability to manage multiple priorities and workflows simultaneously
• Strong written and verbal communication skills
• Ability to work independently while collaborating effectively within a team
• Commitment to delivering exceptional client service
• High level of accountability and follow-through
• Comfort working within defined processes and operational procedures
• Proficiency with CRM systems, financial planning tools, and Microsoft Office/Google Workspace preferred
• Experience in client service, financial services, wealth management, or an administrative support role preferred
• Ability to maintain confidentiality and handle sensitive client information professionally

Compensation & Benefits

• Salary $72,000 Additional Bonuses
• Health insurance is available and will be provided. There is a group Medical, Dental, and Vision Plan.
• There is a company 401K with a 4% match and immediate vesting.
• Our policy for time away from work is unlimited use of days with a “target” amount of time away for each employee.