Part-Time Client Associate (Wealth Management)
About The Position
NewSpring Wealth Partners is seeking a highly organized, proactive, and client-centric Part-Time Client Associate to support their growing practice. This role is ideal for someone who thrives in a collaborative and flexible environment, values professionalism and responsiveness, and enjoys being an integral part of delivering an exceptional client experience. This opportunity is intentionally designed with flexibility in mind, open to candidates seeking a part-time schedule, reduced full-time hours, or a flexible structure that may evolve over time. It's suitable for experienced Client Associates seeking work-life balance, those returning to the workforce, or individuals seeking a more personalized team culture.
Requirements
- Four or more years of client service experience in wealth management or financial services is preferred.
- Strong grasp of account types and structures (individual, joint, IRA, trust, and similar).
- Experience with account opening, onboarding, and KYC processes.
- Understanding of risk tolerance frameworks and money movement workflows.
- Confident, professional phone communication with clients.
- Polished written communication: ability to draft clear, warm, and accurate client emails or meeting recaps.
- Organized, proactive, and client-first mindset.
- Takes ownership, communicates without being prompted, and takes pride in getting the details right.
Nice To Haves
- Custodial platform experience (Schwab, Fidelity, or equivalent) is a plus, not a requirement.
- Wirehouse and broker-dealer backgrounds translate well.
- A Series 65 or 66 is a plus but not required.
Responsibilities
- Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab.
- Handle ongoing account maintenance requests, including transfers, distributions, beneficiary updates, and other service-related changes.
- Coordinate and confirm client money movements promptly and securely while adhering to firm procedures and compliance standards.
- Serve as a key point of contact for clients, managing inbound and outbound communication with professionalism, warmth, responsiveness, and confidence.
- Communicate with clients clearly and thoughtfully in writing, including follow-up correspondence, meeting recaps, service updates, and requests for information.
- Prepare materials and documentation for client review meetings, including account summaries, financial data, and tracking of outstanding action items.
- Maintain accurate and organized client records within Wealthbox CRM, ensuring all interactions and updates are documented appropriately.
- Assist with compliance-related documentation, operational workflows, and internal administrative processes to support the broader advisory team.
- Collaborate closely with advisors and team members to help deliver a high-touch, white-glove client experience across all stages of the relationship.
Benefits
- Medical, dental, and vision insurance for employees working 30 or more hours per week
- Group life and group disability insurance for employees working 30 or more hours per week
- 401(k) with 3% safe harbor contribution, available to all employees regardless of hours worked
- Prorated paid time off
- Discretionary Bonus Potential
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
