Client Service Associate
About The Position
At Innovia Wealth, a Client Service Associate is the heartbeat of our client experience, ensuring clients feel cared for, respected, and confident. This role facilitates transactions, builds trust, and acts as a critical partner to Wealth Advisors, Financial Planners, and clients. Responsibilities include coordinating review meetings, responding to inquiries, and managing essential client data to deliver exceptional service. The role emphasizes attention to detail, a client-first mindset, and a passion for team success, with a focus on learning platforms, processes, and culture, building trust through clear communication, and embodying company values daily.
Requirements
- Bachelor's degree strongly preferred
- 1–3 years of experience in a client service role, preferably in the financial services industry
- Demonstrated ability to think critically and solve problems independently
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Comfortable navigating multiple systems and processes
- Desire to work in a fast-paced, team-oriented environment
Responsibilities
- Schedule and coordinate regular client review meetings
- Respond to client inquiries in a timely, professional, and proactive manner
- Maintain and manage client information in Innovia systems (CRM, document storage, etc.)
- Support onboarding for new clients and ensure the accuracy of existing client data
- Save and organize all documentation in the appropriate internal filing systems
- Research and resolve client service issues or escalate when appropriate
- Partner closely with CSA Lead and team cohort, Wealth Advisors, and Financial Planners
- Assist with Innovia-sponsored client and COI events in coordination with the Operations team
- Ensure all work meets compliance and quality standards
- Be a role model for responsiveness, precision, and care
Benefits
- Competitive base salary
- Bonus structure tied to individual and company performance
- 100% employer paid medical, dental, vision, disability and life insurance
- 401k retirement plan with profit sharing
- Paid time off and company-recognized paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1-10 employees
