What are the responsibilities and job description for the Client Service Associate position at Sound View Wealth Advisors?
Client Service Associate (CSA) | Wealth Management | Financial Services
Locations: Savannah, GA | Bluffton, SC | Statesboro, GA
Sound View Wealth Advisors is seeking a Client Service Associate (CSA) to join our growing independent wealth management firm in our Savannah office. This role is ideal for someone who enjoys helping others, managing details, and building a long-term career in financial services.
As a Client Service Associate, you will support clients and advisors while helping deliver the high-touch, personalized client experience that defines Sound View.
About Sound View Wealth Advisors
Sound View Wealth Advisors is an independent Registered Investment Advisor (RIA) dedicated to helping individuals and families build sound financial plans for every stage of life. We are committed to personalized service, integrity, proactive planning, and long-term client relationships.
Key Responsibilities
- Serve as a primary point of contact for client service needs, providing responsive, professional support
- Assist clients with account-related questions, service requests, and scheduling appointments with advisors
- Respond promptly to client emails, phone calls, and requests
- Support advisors with client onboarding, account setup and maintenance, and financial planning preparation
- Coordinate and track documentation, transfers, transaction requests, and account updates through completion
- Maintain accurate client records in CRM and financial planning systems
- Prepare paperwork and supporting materials for client meetings and reviews
- Review account paperwork for accuracy and completeness and submit it for processing
- Follow firm procedures and applicable compliance requirements when handling client information and requests
- Anticipate client and advisor needs to help deliver a seamless, proactive experience
Qualifications & Skills
- Strong client communication and relationship management skills
- Excellent attention to detail, organization, and follow-through
- Ability to manage multiple priorities and work both independently and collaboratively
- High level of professionalism, discretion, and confidentiality
- Confident and professional phone presence
- Proficiency in Microsoft Office, including Outlook, Excel, Word, and PowerPoint
- Ability to learn new technology platforms and systems quickly
- Two or more years of experience in wealth management, financial services, banking, or a client-facing professional role preferred
- Paraplanning or advisor support experience is a plus
Preferred Software Experience
Experience with the following platforms is a plus:
- Wealthbox CRM
- Orion
- eMoney
- Fidelity Wealthscape
- Schwab Advisor Center
Work Arrangement
This is an in-office role based in our Savannah office, with the potential for an assigned remote day in the future, depending on experience, performance, and business needs, and subject to manager approval.
Compensation & Career Growth
- Competitive compensation based on experience and qualifications
- Opportunities for professional development and career growth within a growing independent advisory firm
- Exposure to financial planning, investment operations, and wealth management
- Opportunities to take on additional responsibilities as skills and experience develop
If you take pride in supporting clients, keeping details organized, and contributing to a collaborative team, we would love to connect with you!