Client Service Associate

About the Role

This is a fantastic entry-level opportunity for a professional looking to join a highly respected independent RIA in a client support capacity. The Client Service Associate will work closely with senior team members to support clients and daily activities while gaining hands-on experience to grow their career in the advisory path long-term.

Responsibilities

• Deliver an exceptional client experience through proactive communication and relationship management.
• Support Senior Wealth Advisors with client service, financial planning, investment management, and day-to-day advisory activities.
• Serve as a liaison between clients, advisors, and internal investment and operations teams to facilitate timely execution of client requests.
• Maintain accurate client information within the firm's portfolio management and CRM systems.
• Communicate with investment managers and other third-party partners regarding client service matters.
• Participate in firm initiatives and projects focused on improving operational efficiency and enhancing the client experience.

Requirements

• Bachelor's degree required. Studies in Financial Planning, Finance, Business, Economics, or a related field preferred.
• 1+ years of experience working within an RIA, investment management firm, broker-dealer, or similar wealth management environment required.
• Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Office 365 required.
• Experience with portfolio management or CRM platforms is a plus.

Skills

• Strong written and verbal communication skills.
• Excellent organizational, analytical, and problem-solving abilities.
• Ability to thrive in a collaborative, fast-paced environment.