Wealth Client Service Associate
About The Position
Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Associate to join their dynamic team. The Client Service Associate (CSA) is a key member of the client service team, responsible for delivering exceptional support to clients, advisors, and internal partners. The CSA manages a diverse client base, oversees account administration, and ensures the highest standards of accuracy, professionalism, and responsiveness. This role requires strong relationship-building skills, attention to detail, and the ability to handle multiple priorities in a dynamic environment. The CSA acts as a trusted resource, facilitating seamless client experiences and supporting the firm’s commitment to excellence. The ideal candidate is resourceful, an excellent problem solver and a team player. You are detail oriented with proven organizational skills, able to manage time efficiently, and prioritize tasks. You have proven written and verbal communication skills. You embrace technology and the efficiencies it allows and are a driven self-learner who is always looking to improve processes.
Requirements
- Bachelor's degree
- 4 years of directly related industry experience (preferred); experience in financial planning and/or the securities industry
- Excellent interpersonal and communication skills, with the ability to build rapport with clients.
- Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
- Robust multi-tasking with ability to work with frequent interruptions required
- Advanced knowledge of Excel
- Proficiency with Microsoft Office
- Strong written and verbal communication skills
- Numerical accuracy, exceptional attention to detail and time management.
- Strong ethics and integrity, with a commitment to maintaining client confidentiality.
Nice To Haves
- Preferred experience with Salesforce, Orion, eMoney, HubSpot and Schwab
Responsibilities
- Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
- Full awareness of assigned client base — who they are, any special needs they might have, ongoing tasks for each client relationship, etc.
- Serve as the primary owner of client requests—engaging directly with clients to fully understand needs; coordinating execution across internal and external partners; tracking progress through completion; and proactively communicating status updates and outcomes to all appropriate parties.
- Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc., in order to ensure we are meeting clients’ expectations and delivering exceptional service.
- Serve as the subject matter expert on client account activity.
- Monitor for issues and escalate accordingly.
- Partner with custodians and internal service teams to resolve operational issues efficiently, ensuring minimal client impact and timely communication throughout resolution.
- Maintain understanding of investment approach and how it intersects with the client process and experience.
- Own the accuracy and completeness of client data in the CRM for the assigned client base.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
