Wealth Associate
About The Position
Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration. We’re building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service. This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path. Your Role & Responsibilities Serve as a key operational partner supporting advisors and high-net-worth clients Process and complete client service requests with precision and urgency Manage client onboarding, account openings, and asset transfers end-to-end Prepare customized client reports and maintain accurate records Communicate professionally with clients via phone and email Monitor workflows, documentation, and follow-ups to ensure nothing falls through the cracks Support advisors by anticipating needs and proactively solving issues
Requirements
- 1–5+ years of experience in operations, client service, financial services, or a highly detail-driven environment
- Strong attention to detail and follow-through (this will be assessed during the interview process)
- Comfort working in a structured, execution-heavy role long-term
- Excellent written and verbal communication skills
- Ability to manage multiple priorities without sacrificing accuracy
- Proficiency in Microsoft Office (CRM experience a plus)
- Positive, professional demeanor with strong client-facing instincts
- Industry experience is not a requirement - we are open to candidates from adjacent industries with strong operational skill sets.
Nice To Haves
- CRM experience a plus
Responsibilities
- Serve as a key operational partner supporting advisors and high-net-worth clients
- Process and complete client service requests with precision and urgency
- Manage client onboarding, account openings, and asset transfers end-to-end
- Prepare customized client reports and maintain accurate records
- Communicate professionally with clients via phone and email
- Monitor workflows, documentation, and follow-ups to ensure nothing falls through the cracks
- Support advisors by anticipating needs and proactively solving issues
Benefits
- Competitive base salary + 10% bonus opportunity
- Health, dental, vision, and life insurance
- 5% 401(k) match + 2% profit-sharing
- 20 days PTO + 10 paid holidays
- A culture that values focus during the workday - and balance after hours
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
