Client Services Associate

We are seeking a detail-oriented, client-focused professional to join our wealth management team as a Client Service Associate. This role is instrumental in delivering an exceptional client experience while providing operational and administrative support to Financial Advisors.The ideal candidate is proactive, highly organized, technologically proficient, and comfortable managing multiple priorities in a fast-paced environment. A strong understanding of wealth management processes, firm procedures, and client relationship management systems is essential to ensuring seamless client service and supporting the success of our advisory team.

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Key ResponsibilitiesClient Service: Respond to client requests, coordinate service needs, and ensure timely, accurate follow-through to deliver a high level of client satisfaction.Account Administration: Establish new client accounts, coordinate onboarding activities, and maintain ongoing account documentation and regulatory requirements.Reporting & Documentation: Review reports and system alerts, take appropriate action, and prepare client reports and meeting materials for Financial Advisors.Advisor Support: Provide day-to-day operational and administrative support to multiple Financial Advisors, including calendar management and meeting coordination.Client Relationship Management: Maintain accurate and up-to-date client information, activity records, and follow-up tasks within the CRM system.Financial Planning Support: Assist with financial planning activities and related client deliverables, as needed.Business Development Support: Follow up on marketing leads and help facilitate prospective client engagement.Team Collaboration: Provide backup support to the Transitions Team and assist with additional operational priorities as needed.
Qualifications & Experience2–4 years of experience in wealth management, financial services, or a client service role within the financial advisory industry.Working knowledge of client onboarding, account opening procedures, and ongoing account maintenance.Ability to support multiple Financial Advisors while effectively prioritizing competing deadlines and responsibilities.Strong technology skills, including proficiency in Microsoft Office Suite and familiarity with other business applications.Experience with CRM platforms and wealth management technology preferred.Excellent written and verbal communication skills, with strong interpersonal and relationship-building abilities.Exceptional attention to detail, organizational skills, and a commitment to delivering outstanding client service.Demonstrated flexibility, initiative, and the ability to manage multiple projects in a dynamic team environment.College degree preferred.Licensing: FINRA Series 65 or Series 66 required; candidates holding other FINRA licenses will also be considered.
What Makes You Successful in This RoleYou take ownership of client needs, anticipate next steps, and follow through on commitments. You enjoy working collaboratively with Financial Advisors and colleagues, balancing detail-oriented administrative responsibilities with relationship-focused service. xzbcwsv You are adaptable, resourceful, and motivated to help create a seamless, professional experience for every client.