Client Services Associate

Position Overview

Third Act Wealth Management is a boutique wealth management firm serving high-net-worth families with complex financial lives. We’re hiring a Client Service Associate to be the operational backbone of the firm — the person who keeps the back office running flawlessly so our advisors can stay focused on clients.

We’re looking for an A-player who owns their work, anticipates needs before they surface, and takes pride in accuracy and follow-through. You’ll run account operations, CRM, correspondence, and the day-to-day workflow of a growing practice — with more ownership and room to grow than you’d find at a national firm.

What You’ll Own

Operations & Account Administration

•     Process new accounts, transfers, deposits, distributions, and service requests with a high degree of accuracy.

•     Prepare and submit account paperwork, tracking every item to completion.

•     Generate and distribute account statements, performance reports, and regulatory correspondence.

•     Coordinate with advisors, our custodian, compliance, and back-office teams.

CRM & Data Integrity

•     Own the CRM, keeping client records, notes, and workflows current, accurate, and compliant.

•     Build and maintain repeatable processes and checklists for recurring work.

Communication & Inbox Management

•     Manage the firm’s inbox and client correspondence — route, respond, and follow up promptly and discreetly.

•     Serve as a reliable first point of contact for client service requests, escalating complex needs to the advisor.

Client Experience

•     Deliver a polished, personalized experience across every client interaction.

•     Prepare meeting spaces in advance — materials, technology, and hospitality details handled before clients arrive.

•     Coordinate post-meeting follow-up and milestone recognition (birthdays, anniversaries, life events).

Office & Events

•     Order supplies, manage mail, and keep the office pristine and client-ready.

•     Help plan and execute client seminars.

Who You Are

•     Detail-obsessed and highly organized.

•     Proactive — you anticipate what’s needed next and act without being asked.

•     Trustworthy and discreet with confidential information.

•     Calm and effective under competing priorities.

•     A clear, warm, and professional communicator.

•     Coachable and growth-minded.

Required Qualifications

•     Minimum 1 year of experience in financial services (wealth management, banking, brokerage, insurance, or similar).

•     Bachelor’s degree.

•     Proficiency in Microsoft Office (Outlook, Excel, Word).

•     Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar).

•     Polished, professional verbal and written communication.

•     Comfort with technology and AI-assisted tools — we use them daily.

Preferred Qualifications

•     Experience directly supporting financial advisors or relationship managers.

•     Familiarity with LPL Financial systems.

•     Knowledge of account types (IRA, brokerage, trust) and financial regulations.

What We Offer

•     Competitive base salary and bonus, commensurate with experience.

•     Comprehensive benefits including health, dental, vision, and 401(k) with company match.

•     Paid time off, holidays, and a commitment to work-life balance.

•     Direct mentorship and a clear path to grow as the firm scales.