Client Service Associate

Responsibilities

• Serve as the primary contact for client inquiries, requests, and account updates.
• Support new client onboarding, including documentation collection and account setup.
• Prepare and maintain client reports, meeting materials, and performance summaries.
• Aid Financial Advisors with administrative and operational tasks, including scheduling, travel, and document management.
• Collaborate with team members and participate in ongoing training to enhance client service and operational efficiency.

Requirements

• 1-3 years in the RIA or client-facing financial services industry.
• Experience working with high-net-worth clients.
• Solid organizational, detail-oriented, and prioritization skills with the ability to manage multiple tasks in a fast-paced environment.
• Solid technical proficiency with Microsoft Office and other client service platforms, plus exceptional writing and interpersonal skills.
• Ability to collaborate as a team player.

Qualifications

• Bachelor’s degree preferred.
• Active FINRA Series 65 License preferred, or ability to pass within 90 days of employment.

Best-in-Class Benefits and Culture

Competitive compensation of $75,000 - $85,000 base, depending on experience, and an extensive benefits package, enhance their commitment to your success. Our client’s benefits package includes:

• Comprehensive health coverage: Medical, dental, and vision insurance provided.
• RoBust retirement planning: 401(k) plan available with employer matching.
• Financial security: Life and disability insurance for added protection.
• Flexible financial options: Health savings and flexible spending accounts offered.
• Well-being and work-life balance: Paid time off.

They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.

Pay

$75,000 - $85,000 base, depending on experience.

Schedule

N/A

Benefits

N/A