What are the responsibilities and job description for the Client Service Associate position at Third Act Wealth Management?
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.
How to Apply
Submit a resume to jaylene@thirdactwm.com with the subject line “Client Service Associate.” Applications will be reviewed on a rolling basis.
Third Act Wealth Management is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Pay: $70,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
Salary : $70,000