Client Service Associate
About The Position
A growing wealth management firm in Avon is seeking a Client Service Associate who thrives on working with people, staying organized, and keeping a fast-paced office running smoothly. This role sits at the front of the client experience. You are often the first voice clients hear and the first person they see when they walk in. If you are polished, proactive, and genuinely enjoy helping others — this is a strong opportunity to build a long-term career in financial services. You’ll serve as a key support partner to advisors and licensed team members while ensuring clients feel welcomed, cared for, and supported. This firm integrates wealth management and in-house tax preparation , which creates a dynamic and collaborative work environment. During tax season (February through mid-April), the pace increases and Saturday hours are required. Outside of peak season, the schedule returns to a traditional Monday–Friday structure. They are looking for someone who understands that great client service sometimes requires flexibility — and takes pride in being part of a high-performing team. If you enjoy interacting with people, staying organized, and being part of a collaborative office — this could be an excellent fit.
Requirements
- 1–3+ years of experience in an office, banking, financial services, or professional services environment
- Exceptional interpersonal and communication skills
- Strong technology aptitude (CRM systems, Microsoft Office, learning new platforms quickly)
- Highly organized with strong attention to detail
- Professional presence and client-first mindset
- Willingness to learn and grow within the firm
Nice To Haves
- Licensing is not required for this position, but an interest in financial services is important.
Responsibilities
- Greeting clients and creating a professional, welcoming environment
- Answering phones and managing inbound client requests
- Assisting with account paperwork and documentation
- Coordinating appointments and maintaining calendars
- Supporting account opening and maintenance processes
- Managing client communications and follow-up
- Maintaining CRM records and ensuring data accuracy
- Assisting with special projects and stepping in wherever needed
Benefits
- Established and respected local firm
- Stable, team-oriented environment
- Opportunity to grow within financial services
- Exposure to both investment and tax operations
- Competitive compensation based on experience
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
