What are the responsibilities and job description for the Client Service Associate - Wealth Management position at Scott B. Schickling, CPA, P.C.?
Overview
Join a relationship-driven wealth management practice where careful execution and warm, proactive service matter. You will be a dependable point of contact for clients and the operational partner who keeps account service, paperwork, follow-up, and advisor commitments moving. Your proactive approach and expertise in customer relationship management will help foster trust and loyalty while contributing to the overall success of our advisory team.
Responsibilities
- Respond promptly and professionally to client calls, emails, and service requests; keep clients informed through resolution
- Assist in onboarding new clients by coordinating documentation, account setup, and initial consultations
- Utilize Redtail and other CRM systems to track client interactions, update account information, and generate reports for internal teams
- Identify process gaps, maintain accurate procedures, and help the team deliver a consistent high-touch client experience
- Maintain clear internal communication to ensure all team members are aligned on client status, upcoming meetings, and action items
Skills
- Strong project management skills with the ability to coordinate multiple tasks efficiently
- Comfort with CRM, Microsoft 365, and ability to learn financial systems
- Excellent sales skills combined with a customer service mindset focused on problem-solving and relationship building
- Ability to collaborate across functions such as marketing, sales, compliance, and operations to deliver comprehensive client solutions
- Strong communication skills—both written and verbal—to articulate complex information clearly and persuasively
- Analytical mindset with data-driven decision-making capabilities to optimize client engagement strategies
- Prior experience in financial services or wealth management environments is highly desirable
Embark on a rewarding career where your enthusiasm for client success meets your expertise in managing relationships within a fast-paced financial services environment. We’re committed to empowering our team members with the tools they need to excel while delivering outstanding service that makes a real difference.
Pay: $50,000.00 - $61,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Experience:
- Client services: 1 year (Preferred)
Ability to Commute:
- Medina, NY 14103 (Required)
Work Location: In person
Salary : $50,000 - $61,000