What are the responsibilities and job description for the Client Service Associate position at WebsterRogers LLP?
Brief Description
At WebsterRogers Financial Advisors, we believe great client service is built on strong relationships and flawless follow-through. We're looking for a Client Service Associate to support our lead advisors by coordinating the administrative and operational work that keeps our clients well cared for — from meeting support and onboarding to CRM management and firmwide service initiatives.
This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike. If you're looking to build long-term expertise in wealth-management client service, this role offers a real path to grow into greater autonomy and more complex responsibility over time.
What You'll Do
Client Meetings & Experience
Education & Experience
At WebsterRogers Financial Advisors, we believe great client service is built on strong relationships and flawless follow-through. We're looking for a Client Service Associate to support our lead advisors by coordinating the administrative and operational work that keeps our clients well cared for — from meeting support and onboarding to CRM management and firmwide service initiatives.
This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike. If you're looking to build long-term expertise in wealth-management client service, this role offers a real path to grow into greater autonomy and more complex responsibility over time.
What You'll Do
Client Meetings & Experience
- Attend client meetings as needed to support advisors, document key discussion points, and coordinate follow-up items
- Prepare meeting notes, update the CRM, and create and monitor follow-up tasks
- Help curate a professional, welcoming in-person experience — from meeting room prep to greeting clients and coordinating refreshments
- Anticipate client and advisor needs before and during in-office meetings
- Coordinate new-client onboarding, including account paperwork, asset transfers, document collection, and online access setup
- Assist with quarterly account reviews and prepare materials for advisor review
- Update financial plans with new client information as directed by the advisor
- Prepare and track account-opening, maintenance, beneficiary, and money-movement paperwork
- Serve as a point of contact for routine client and business-partner requests related to account administration
- Communicate with clients, custodians, and other business partners to provide updates and resolve administrative issues
- Maintain accurate, organized client records across firm systems
- Take a lead role in CRM functionality — data quality, workflows, templates, task management, reports, and team education
- Complete the weekly cash balance report review and coordinate necessary trading actions with advisors
- Maintain required minimum distribution (RMD) reporting and track distributions through completion
- Assist with investment policy committee reports and materials
- Provide support for firm growth initiatives, including webinars, newsletters, social media coordination, and client events
- Identify workflow gaps and opportunities to improve efficiency and client experience
- Take initiative on service, operations, and process-improvement projects
- Know when to escalate — routing financial advice, investment decisions, tax matters, or compliance judgment calls to the appropriate team member
Education & Experience
- Bachelor's degree or equivalent professional experience
- Prior client service or operations experience within a registered investment adviser or wealth-management firm preferred
- Strong attention to detail, organization, and time-management skills
- Ability to manage multiple priorities and see responsibilities through to completion
- Proactive, resourceful, and eager to learn
- Strong written, verbal, and active-listening skills
- Professional, empathetic approach to client service
- Sound judgment and the ability to recognize when to escalate an issue
- Comfort learning and working across multiple technology platforms
- Intermediate to advanced proficiency with Microsoft Office
- Experience with CRM, custodian, or document-management systems preferred
- Employment is contingent upon completing the Series 65 licensing requirement within 4 months of your start date (strongly preferred, but not required at time of hire)
- Must be willing to obtain and maintain a notary public commission
- Competitive compensation and performance bonus eligibility
- Flexible work options and “dress for your day” policy
- 401(k) match, parental leave, and comprehensive benefits
- 3 weeks of PTO to start, plus paid holidays and a July 4th week office closure
- Funded professional development and leadership mentorship
- Team retreats, diverse engagements, and community involvement
- Direct access to firm leadership
- The opportunity to grow and shape the future of WebsterRogers Financial Advisors