Client Service Associate - Argent Wealth Management

Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships, built over 30 years of helping individuals and their families achieve their financial goals. At Argent, every business decision is guided by a single core belief: providing white-glove service to our clients. From continual team training on the latest estate and tax strategies to implementing state-of-the-art investment research technology, we focus on simplifying clients' lives, finding solutions, and creating long-lasting, trusted relationships.

About the role

You will report to the Director of Operations and serve as the primary client contact, delivering exceptional service both internally and externally.

Responsibilities

• Serve on client teams with advisors as the main point of contact, addressing inquiries via phone, email, and in-person interactions
• Onboard new clients and support existing ones, handling account openings, money movements (journals, wires, ACAT/DTC transfers, RMDs), and account maintenance
• Address client inquiries promptly within the same day, responding to requests and providing information
• Complete cashiering responsibilities, including ACH, wire, and check requests
• Maintain accurate and current client records and files in compliance with regulatory requirements and company policies
• Collaborate with custodian partners (Fidelity, Schwab, and others) to ensure accurate processing of client transactions, including downloading/uploading forms, monitoring system changes, resolving issues, and staying updated on procedures
• Become proficient in using applications such as Outlook, Salesforce, Orion, and custodial platforms (Schwab and Fidelity) to obtain account information and complete client service and account maintenance requests
• Field client requests, complete tasks, and follow through to ensure client needs are met while adhering to compliance standards
• Manage client data within CRM (Salesforce) and monitor for accuracy
• Participate in weekly CSA team meetings—prepare agenda items, raise concerns, suggest solutions, and contribute to efficiency and process improvements

Requirements

• 2+ years of experience in a similar role
• Experience building relationships with key partners for assigned customers
• Strong accuracy, organization, and follow-up skills
• Ability to assess the severity of support requests and escalate as needed
• Client-first attitude and team-oriented mindset
• Proactive in anticipating advisor and client needs
• Ability to maintain composure and positivity in time-sensitive and complex situations
• Experience maintaining client relationships and providing service in a corporate environment
• Finance industry experience
• Proficiency in MS Outlook and MS Word (Excel and Salesforce preferred)
• Eagerness to work in a growing practice
• Trustworthy, ethical, and able to handle sensitive financial information with confidentiality

Benefits

• Medical, dental, and vision insurance coverage starting on the first day of employment
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Hybrid work schedule—minimum of 3 days in office (5 days in office for the first 6 months)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance