Client Service Associate
About The Position
Funny but True: A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the day—all before their second cup of coffee. Looking for More Than Just Another Job? If your goal is to build a meaningful career—not just collect a paycheck—keep reading. We're searching for an ambitious, meticulous professional who wants to grow their career within a thriving wealth management environment. Whether your long-term goal is becoming a CFP®, CFA®, Wealth Advisor, Financial Planner, Operations Leader, or a C-level executive within a well-established organization, this opportunity was designed with growth in mind. This isn't the type of role where you're answering phones for years waiting for your opportunity. You'll work directly alongside the CEO, successful financial professionals, and high-net-worth clients. You'll gain exposure to client relationships, business operations, financial planning, and leadership while learning the business from the inside out. We're looking for someone who naturally double-checks their work, enjoys helping people, thrives in a fast-paced environment, and takes pride in being the person everyone can count on. Why This Opportunity Stands Out You'll become a trusted resource for clients, advisors, and colleagues while gaining firsthand exposure to wealth management, financial planning, operations, and business leadership. Even better? The firm actively supports employees who are committed to professional growth. If becoming a CFP®, CFA®, CIO, COO, or senior leader is part of your career vision, you'll have the opportunity to learn from experienced professionals who genuinely want to help you succeed.
Requirements
- 2+ years of financial services experience preferred
- Extremely detail-oriented and highly organized
- Series 7 and Series 66 licenses preferred, or willingness to obtain upon hire
- Experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients
- Exceptional client service and communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong work ethic and a proactive mindset
- Ability to work independently and collaboratively
Responsibilities
- Build and strengthen client relationships through exceptional service
- Assist advisors with client communication and account servicing
- Process money movement requests and account transactions
- Support client onboarding and account maintenance
- Assist clients with digital tools and technology platforms
- Prepare account documentation and service paperwork
- Respond to client inquiries regarding account information
- Help advisors execute their client service model and business objectives
- Maintain accurate client records and documentation
- Coordinate meetings and manage advisor calendars
- Prepare materials for client meetings
- Answer incoming calls and assist with service requests
- Schedule follow-up appointments and client reviews
- Manage documentation, scanning, filing, and general office support
- Help keep daily operations running smoothly
Benefits
- Career Growth That Actually Means Something
- Clear advancement opportunities
- Direct exposure to financial planning, operations, leadership, and client management
- Mentorship from experienced professionals
- Support for obtaining industry licenses and professional designations
- Long-term career path toward CFP®, CFA®, Wealth Advisor, Operations Leadership, or C-level positions
- Starting salary of $80,000
- Performance reviews every 60 days
- Significant compensation growth based on performance
- Bonus opportunities
- Comprehensive benefits package
- Paid time off and holidays
- Professional development support
- Licensing and certification assistance
- Long-term advancement opportunities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
