Client Relations Associate

About the role

Looking to build your career in wealth management with a firm that values polish, precision, and genuine client care? This is a great opportunity for a recent grad or service-minded professional to step into a client-facing role at a well-established financial planning firm, with real potential to convert to a permanent position.

What you'll earn

• $31.00 per hour
• Contract-to-hire opportunity with growth potential
• Hands-on experience in the wealth management industry

Responsibilities

• Serve as a primary point of contact for client inquiries and service requests
• Build strong client relationships through proactive, professional communication
• Assist clients with account questions, paperwork, and follow-ups
• Coordinate client meetings, including prep and post-meeting follow-up
• Process new account applications and onboarding documentation
• Handle account maintenance requests such as transfers, distributions, and beneficiary updates
• Maintain accurate client records across CRM and custodial platforms
• Support advisors with meeting prep, performance reports, and planning materials
• Track outstanding client action items and ensure timely follow-through
• Ensure all activity complies with SEC/FINRA regulations and firm policies

Qualifications

• Bachelor's degree in business, finance, or related field, or recent graduate
• Financial services or client service experience is a plus, not required
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Excel, Word, Outlook)