Client Service Associate
About The Position
This role is a great fit for someone who enjoys client service and operations, rather than seeking to move into financial planning. You will be the person who ensures every account opening, money movement, meeting follow-up, and client request is handled with precision and care. You'll play a critical role behind the scenes, owning the processes and workflows that allow our advisors to focus on what they do best. This is a remote role open to candidates across the U.S., with the option for those based in San Diego to work from our office if preferred. If you're passionate about delivering a high-quality client experience, thrive in a collaborative environment, and take pride in getting the details right, we'd love to hear from you!
Requirements
- 5-10 years of experience in a client service, operations, or administrative role within a financial advisory or wealth management firm (Fidelity Wealthscape strongly preferred)
- Strong CRM proficiency
- Excellent written and verbal communication skills
- Comfortable managing multiple priorities in a fast-paced environment
Responsibilities
- Support the advisors and the Client Service Manager across all stages of the client service process
- Handle client service requests including account openings, transfers, beneficiary updates, required minimum distributions, and money movements
- Prepare for and follow-up on client meetings, including documentation, task tracking, and ensuring all action items are completed
- Maintain accurate and up-to-date records in the CRM and Fidelity
- Communicate with custodians to resolve issues and support client requests
- Adhere to all compliance, regulatory, and internal policy requirements
Benefits
- 50% firm-paid health insurance
- 401(k) with up to 4% Employer Match
- PTO & paid holidays
- Professional development support
- A supportive, collaborative environment and a defined career track to accelerate your growth
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
