What are the responsibilities and job description for the Client Services Associate position at Montanti Advisory Services?
Client Service Associate – Boutique Wealth Advisory Firm (Boca Raton, FL)
We are a boutique, family-run wealth advisory practice serving high-net-worth and ultra-high-net-worth families and their closely held businesses. Our firm has been around since 1969, and we take a highly personal, hands-on approach that is very different from a large corporate environment. Here, you are not a number—you are a core member of a close-knit team.
We are seeking a Client Service Associate to join our firm.
What You’ll Do:
- Serve as a primary point of contact for clients, delivering high-touch, professional service
- Coordinate and manage client meetings, including scheduling, confirmations, and follow-up
- Handle event and venue bookings for client appreciation events and educational workshops
- Support account opening, maintenance, archiving all documents and emails electronically
and service requests with a focus on accuracy and timeliness
- Help manage workflows in a fast-paced environment, ensuring nothing falls through the cracks
- Collaborate closely with advisors and team members to enhance the overall client experience
-Assist with financial plan analysis for prospective and current clients
What We’re Looking For:
- Strong communication and interpersonal skills; genuinely enjoys helping people
- Very social, outgoing personality, comfortable engaging with sophisticated clientele
- Outstanding customer service mindset with a professional, warm demeanor
- Proven ability to multi-task and prioritize in a fast-paced setting
- High attention to detail and accuracy in all work
- Excellent organizational and follow-through skills
- Critical thinking skills and the ability to anticipate next steps
- Team player who thrives in a collaborative, small-firm environment
- Excited by a very fast-paced, high-learning environment with ongoing growth and responsibility
Compensation and Benefits:
- Competitive base salary
- Variable compensation component, eligibility beginning within three months of hire
- Benefits package
- Paid time off
If you’re looking for a role where you can have real impact, build deep relationships with clients, and grow with a boutique family practice that has been serving clients since 1969, we’d like to hear from you.
Please submit your resume along with 3–4 sentences explaining why you believe you would be a good candidate for this opportunity.