Client Service Associate

Position Overview

Smoker Wealth Management, LLC is seeking a Client Service Associate to serve as a key client contact while providing administrative, operational, and compliance support to Financial Advisors.

Requirements

• Strong verbal and written communication skills, including professional business correspondence
• Excellent attention to detail, organization, and ability to manage multiple priorities
• Proficiency with Microsoft Office, including Word, Excel, Outlook, and Teams
• Ability to learn new technology, adapt to changing processes, and maintain confidentiality
• Experience in financial services, wealth management, banking, insurance, accounting, or a related business environment
• Familiarity with investment terminology, CRM systems such as Redtail, document imaging, or electronic records management
• Industry registration or securities licenses such as SIE, Series 7, Series 66, or equivalent
• Prior experience supporting advisors, financial professionals, or client service teams

Key Responsibilities

• Serve as a primary client contact, providing prompt, professional, and courteous service
• Build strong client relationships and respond to inquiries in person, by phone, and electronically
• Aid Financial Advisors with daily administrative, scheduling, and operational activities
• Prepare reports, forms, paperwork, and documentation for meetings, reviews, and account activity
• Process account openings, transfers, asset movements, deposits, and other transactions
• Manage workflows to ensure timely completion of client requests and service needs
• Maintain accurate client records in Redtail CRM, imaging systems, compliance logs, and related records
• Ensure documentation and transactions follow company policies and regulatory requirements
• Maintain strict confidentiality and security of client information
• Support compliance initiatives and administrative requirements as directed
• Prepare client mailings, communications, and marketing materials in accordance with compliance guidelines
• Assist with client appreciation events, educational seminars, and marketing initiatives
• Support office operations, administrative functions, and process improvement efforts
• Collaborate with team members and perform other duties as assigned

Benefits

• Competitive salary range of $24-$35 per hour (based on experience)
• Medical, dental, and vision insurance
• 401(k) retirement plan
• Paid time off and paid holidays
• Professional development and career advancement opportunities
• A supportive and collaborative team environment