Client Service Associate Jobs

About The Position

Requirements

• Bachelor’s degree preferred or equivalent relevant experience.
• 2–5 years of experience in financial services, wealth management, legal, accounting, or client service roles preferred.
• Client-first mindset with a commitment to service excellence.
• Strong knowledge of investment accounts, custodial processes, and financial terminology preferred.
• Excellent organizational skills, attention to detail, and ability to manage multiple priorities.
• Ability to display a high level of accountability and discretion.
• Problem-solving and critical-thinking abilities.
• Strong communication and relationship-building skills.
• Ability to work both independently and collaboratively in a fast-paced, client-centric environment.
• Proficiency with CRM systems and Microsoft Office Suite; willingness to learn new technologies.
• Commitment to company values.

Responsibilities

• Facilitate investment account transactions at custodians (primarily Fidelity), including: Opening and closing accounts, Transferring assets, Money movement (wires, ACH, journals), Charitable gifting, Trust distributions, General account maintenance and documentation.
• Work directly with Fidelity, and other service teams to troubleshoot issues, resolve escalations, expedite high-priority items, and navigate complex or non-standard transactions.
• Ensure all forms, paperwork, and digital workflows are completed accurately and processed in accordance with compliance, regulatory, and custodial requirements.
• Assist in the administration of alternative investments by monitoring and coordinating capital calls, distributions, and related documentation.
• Maintain accurate records and ensure timely communication with clients and internal teams regarding alternative investment activity.
• Manage all logistics for client meetings, including scheduling, coordinating with Investment Advisors, preparing agendas, and confirming details with clients.
• Assist in the preparation, assembly, and finalization of all client meeting materials, ensuring accuracy, completeness, and professional presentation.
• Update CRM records and client files with meeting notes, follow-up tasks, and service outcomes.
• Support overall office organization and operational efficiency.
• Develop a strong understanding of firm technology platforms, tools, and systems to effectively complete work in a fully or primarily paperless environment.
• Actively contributes to internal process improvements and best practices for enhancing workflow efficiency and client service delivery.
• Perform additional duties and projects as assigned to support team and firm-wide initiatives.
• Completes other duties as assigned.

Benefits

• Competitive base salary with an incentive bonus program.
• 401(k) Savings plan with company contributions.
• Health, Dental, Vision, and Long-term disability insurances.
• Generous paid time off program.