Client Service Associate

About the role

A growing wealth management firm seeks a Client Service Associate to support Financial Advisors with day-to-day client service, account administration, paperwork, meeting preparation, and client follow-up.

Responsibilities

• Serve as a key point of contact for client service requests and account questions
• Prepare and process new account paperwork, transfers, distributions, and account maintenance
• Support advisors with meeting prep, client follow-ups, scheduling, and documentation
• Maintain CRM records, client files, and service workflows
• Cook up with custodians and internal operations teams to resolve client requests
• Track outstanding paperwork and ensure requests are completed accurately and on time
• Help deliver a high-touch client experience for individuals and families

Requirements

• Client service experience within wealth management, financial services, banking, brokerage, RIA, trust, private banking, or advisor support
• Experience supporting Financial Advisors or client-facing financial services teams preferred
• Strong attention to detail, follow-up, organization, and communication
• Experience with account paperwork, ACAT transfers, money movement, distributions, or account maintenance preferred
• CRM and Microsoft Office experience preferred
• “SIE”, “Series 7”, “Series 66”, or “Series 65” preferred but not required

Benefits

The position offers a competitive salary range of $60K–$70K, along with comprehensive benefits package.