Client Service Associate
About The Position
FCS Family Office, a high-net-worth wealth management firm, is seeking an experienced Client Service Associate to support two Associate Advisors. This role requires a candidate with at least 10 years of experience in financial services, who thrives in a fast-paced environment and can handle high-touch client service. The ideal candidate will be process-driven, possess high emotional intelligence, and be capable of building and documenting workflows. This is not a training role, but one for an experienced professional who can immediately contribute to the smooth operation of a growing practice.
Requirements
- Series 7 license (required)
- Minimum 10 years of experience in financial services
- Proven ability to work in a high-touch client service environment
- Process-driven mindset; you don't just execute tasks; you help build systems
- High emotional intelligence: this is a family office environment, and the clients expect that level of care and professionalism
Nice To Haves
- Familiarity with AI tools and willingness to adopt new technology as the firm evolves
- Experience in an institutional or high-net-worth setting
Responsibilities
- Client follow-up and service tasks
- Processing paperwork, account work, and operational requests
- Helping develop and document workflows from prospect to client, start to finish
- Supporting seminar logistics
- Handling requests from high-net-worth clients with calm, speed, and professionalism
Benefits
- Base salary: $70,000–$90,000 depending on experience, plus bonuses
- Health insurance: firm pays 80% of your premium; full coverage including dental, vision, and HSA
- Life insurance: 1x annual salary
- 401(k) with employer match
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
