Client Service Associate

Job Description

Are you passionate about creating exceptional client experiences and ensuring that operational items are completed accurately and on time? Do you want a role that blends client interaction, administrative precision, and behind the scenes support that keeps a wealth advisory firm running smoothly? If so, we would love to meet you.

We are a growing, client-centric wealth advisory firm that works closely with high-net-worth individuals and families. We are seeking a Client Service Associate to join our team, support our advisors, and help deliver a professional and seamless client experience.

KEY RESPONSIBILITIES

Operational Excellence

• Oversee workflow tracking so action items are completed without delay
• Handle incoming client requests efficiently, documenting all actions and ensuring proper follow-through
• Process account openings, transfers, money movements, and other financial operations with precision and efficiency
• Provide administrative support to the advisory team, including document preparation and data management
• Maintain accurate and complete client records
• Assist with compliance tasks and documentation in alignment with regulatory requirements

Client Service and Relationship Support

• Support advisors in preparing for client meetings by organizing documents, assembling reports, and ensuring all materials are accurate and complete
• Provide prompt and thoughtful responses to client questions and service needs
• Maintain a professional and friendly presence that reinforces a positive image of the firm

Internal Collaboration and Firm Support

• Ensure each member of our team is diligent in completing outstanding tasks
• Identify opportunities to enhance efficiency and elevate service standards
• Assist with special projects as the firm grows and evolves

WHO YOU ARE

Experience

• At least one year of experience in financial services or a related professional environment preferred

Education and Skills

• Bachelor’s degree is preferred
• Strong attention to detail and a commitment to accuracy
• Excellent written and verbal communication skills
• Ability to learn new systems and technologies quickly
• Warm and professional interpersonal skills, with a “client-first” mindset
• Highly organized, reliable, and proactive in problem solving

Attributes

• Comfortable managing multiple tasks in a fast-paced environment
• Enjoys both client interaction and detailed operational work
• Takes pride in delivering high-quality service
• Interested in long-term career within the wealth management industry

WHY JOIN US?

Impactful Work

Help clients feel supported, understood, and cared for by ensuring their experience with our firm is both seamless and positive.

Strong Culture

A collaborative and client-focused team where your work is valued and your contributions help shape the client experience.

Competitive Compensation

Salary plus incentive pay, professional development support, and benefits.