What are the responsibilities and job description for the Client Service Associate position at Sound View Wealth Advisors?
Client Service Associate
Locations: Savannah, GA | Statesboro, GA | Bluffton, SC
Are you passionate about helping others? Do you thrive in a detail-oriented, client-focused environment? If so, Sound View Wealth Advisors is looking for a Client Service Associate (CSA) to join our growing team!
As a Client Service Associate, you will play a vital role in ensuring a seamless and exceptional experience for our clients. This role is ideal for someone who is highly organized, precise, and takes pride in delivering top-tier client service.
About Sound View Wealth Advisors
Sound View Wealth Advisors is an independent financial advisory firm dedicated to helping individuals and families build sound financial plans for every stage of life. We are committed to personalized service, integrity, and excellence in everything we do.
Key Responsibilities
- Serve as a primary point of contact for clients, answering account-related questions and scheduling appointments with financial advisors.
- Respond promptly to client emails and voicemails with professionalism and accuracy.
- Follow up with clients regarding required documentation, transaction requests, and account updates.
- Assist advisors with client onboarding, account setup, and account maintenance.
- Maintain detailed records in CRM systems and ensure compliance with industry regulations.
- Prepare documentation for client meetings and reviews.
- Review paperwork for accuracy and submit it for processing.
Preferred Software Experience
Experience with the following tools is a plus:
- Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Orion investment aggregator and client portal
- Wealthbox CRM
- eMoney financial planning software
- Fidelity WealthScape and Charles Schwab Advisor Center
What We’re Looking For
- A client-first mindset with a strong commitment to service excellence.
- 2 years of experience in the financial services industry.
- Strong proficiency in Microsoft Office (Excel, Word, Outlook).
- Excellent communication skills, both written and verbal.
- Ability to multitask, prioritize, and work independently.
- A proactive approach—anticipating needs and thinking two steps ahead.
- High attention to detail and strong organizational skills.
- Ability to maintain confidentiality and handle sensitive client information.
- Comfort with phone-based client interactions.
- Willingness to learn new processes and software quickly.
Compensation & Growth Opportunities
- Competitive compensation is based on experience and skills.
- We welcome candidates with experience in a paraplanner role, with expanded duties and compensation available.
If you’re ready to make an impact and grow with a dynamic, client-focused firm, we’d love to hear from you!