Client Service Associate - Wealth Management

Client Service Associate – Wealth Management

Are you someone who takes pride in delivering an exceptional client experience? Do you enjoy building relationships, solving problems, and being part of a collaborative team that genuinely cares about its clients and each other?

We're seeking a Client Service Associate to join our growing wealth management practice. Whether you're already licensed or looking to grow your career in financial services, this is an opportunity to join a firm that invests in its people through mentorship, continuing education, and professional development.

If you're looking for more than "just another job" and want to build a long-term career where your contributions make a meaningful difference, we'd love to meet you.

What You'll Do

As a trusted member of our client service team, you'll help create an exceptional experience for our clients while supporting our financial advisors and operations team.

Responsibilities include:

• Serve as a primary point of contact for clients, delivering responsive, professional, and personalized service.
• Build strong relationships with clients while anticipating their needs and providing proactive support.
• Process account openings, transfers, money movements, and account maintenance accurately and efficiently.
• Coordinate client meetings and assist with preparing reports, presentations, and meeting materials.
• Work closely with advisors to ensure timely follow-up on client requests and financial planning initiatives.
• Maintain accurate client records and documentation while adhering to industry regulations and compliance standards.
• Collaborate with teammates to improve processes and contribute to an outstanding client experience.
• Continue learning about financial planning, investment services, and industry best practices.

What We're Looking For

We're looking for someone who is curious, motivated, and committed to delivering outstanding service.

Qualifications include:

• Experience in financial services, wealth management, banking, or a professional client service environment preferred.
• FINRA licenses (Series 7 and/or 66) are a plus but not required. We're happy to consider candidates eager to earn their licenses and continue growing their careers.
• Exceptional communication and relationship-building skills.
• Strong organizational skills with excellent attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Positive, collaborative attitude and willingness to support teammates.
• Proficiency with Microsoft Office; experience with wealth management or CRM platforms is a plus.