What are the responsibilities and job description for the Client Associate position at SJ Martin Wealth Management?
SJ Martin Wealth Management is seeking a highly organized, detail-oriented Client Associate to support a growing wealth management practice. This is a critical role responsible for keeping the office running smoothly, supporting client relationships, and ensuring nothing falls through the cracks.
About the Role
This is not just an administrative position—we are looking for someone who takes ownership, solves problems, and helps create an exceptional client experience.
Responsibilities
- Open and manage client accounts (transfers, ACATs, money movement)
- Prepare and process paperwork accurately and efficiently
- Manage advisor calendar, tasks, and follow-ups
- Communicate with clients in a professional and timely manner
- Maintain CRM and ensure all client records are up to date
- Track outstanding items and ensure completion
- Assist with meeting preparation and client reviews
- Help improve internal processes and workflows
Qualifications
- Extremely detail-oriented (accuracy is critical)
- Highly organized and task-driven
- Strong communication skills (written and verbal)
- Positive attitude with a “figure it out” mindset
- No excuses—takes ownership and follows through
- Comfortable working in a fast-paced, growing environment
Required Skills
- Experience in financial services, banking, or wealth management
- Familiarity with account opening, transfers, or custodial platforms
- Experience with CRM systems and Microsoft Outlook
- Experience is helpful, but the right mindset and work ethic matter more.
Pay range and compensation package
- Competitive salary based on experience
- Opportunity for growth within the firm
- Performance-based incentives
Why Join Us
- Work directly with an established advisor serving high-quality clients
- Be part of a growing, client-focused practice
- Opportunity to grow into a larger role over time
Featured benefits
Medical insurance, Vision insurance, Dental insurance, 401(k), Disability insurance, Paid maternity leave, Paid paternity leave
Requirements added by the job poster
• Can start immediately
• Accept a background check
• Authorized to work in the United States
• No need for visa sponsorship
Salary : $35,000 - $75,000