What are the responsibilities and job description for the Client Service Associate Wealth Management position at Food Management Search?
Client Service Associate – Financial Planning
Our client, is a respected wealth management firm known for delivering exceptional service to every client relationship. They are seeking a polished and detail-oriented Client Service Associate who will ensure all client account activity is handled with care, accuracy, and professionalism. This position plays a key role in supporting advisors and maintaining the high standards clients expect.
Key Responsibilities
- Serve as back up to the Director of First Impressions as needed (to include answering and screening all incoming calls, and front desk coverage)
- Provide administrative support for client account onboarding, including preparation and submission of custodial paperwork.
- Process routine account maintenance — beneficiary changes, address updates, money movement requests, and more — ensuring accuracy and timeliness.
- Maintain organized and complete client records across CRM, custodian software, and internal systems.
- Follow compliance and documentation requirements meticulously in all activities.
- Prepare standard reports and materials in support of client meetings.
- Monitor outstanding items and proactively follow up with clients or custodians to ensure all actions are completed.
- Offer prompt, professional service for basic client inquiries or direct requests to advisors when needed — always reinforcing a high-touch client experience.
- Servicing all Financial Wellness LifeCoach needs
Qualifications
- 1–3- years of administrative or client service experience, preferably in financial services or banking.
- Familiarity with investment account operations or custodial forms is a plus.
- Exceptional attention to detail, with the ability to manage process-driven work efficiently.
- Strong written and verbal communication skills with a polished, client-first demeanor.
- Proficiency with Microsoft Office and comfort learning new systems.
- Dependable, organized, and committed to accuracy.
Who Thrives Here
- Professionals who take pride in delivering an elevated level of service.
- Those who excel in structured environments and enjoy ensuring every detail is handled properly.
- Support-oriented individuals who contribute to a seamless client and advisor experience.
- Measure three times and cut once mentality
- Able to work in a methodical environment, utilizing various workflows, with the ability to adapt to changes as needed.