Client Service Associate

About the Role

At WebsterRogers Financial Advisors, we believe great client service is built on strong relationships and flawless follow-through. We're looking for a Client Service Associate to support our lead advisors by coordinating the administrative and operational work that keeps our clients well cared for — from meeting support and onboarding to CRM management and firmwide service initiatives. This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike. If you're looking to build long-term expertise in wealth-management client service, this role offers a real path to grow into greater autonomy and more complex responsibility over time.

Responsibilities

• Client Meetings & Experience
  • Attend client meetings as needed to support advisors, document key discussion points, and coordinate follow-up items
  • Prepare meeting notes, update the CRM, and create and monitor follow-up tasks
  • Help curate a professional, welcoming in-person experience — from meeting room prep to greeting clients and coordinating refreshments
  • Anticipate client and advisor needs before and during in-office meetings
• Client Onboarding & Account Support
  • Coordinate new-client onboarding, including account paperwork, asset transfers, document collection, and online access setup
  • Assist with quarterly account reviews and prepare materials for advisor review
  • Update financial plans with new client information as directed by the advisor
  • Prepare and track account-opening, maintenance, beneficiary, and money-movement paperwork
• Relationship & Communication
  • Serve as a point of contact for routine client and business-partner requests related to account administration
  • Communicate with clients, custodians, and other business partners to provide updates and resolve administrative issues
  • Maintain accurate, organized client records across firm systems
• CRM & Operations
  • Take a lead role in CRM functionality — data quality, workflows, templates, task management, reports, and team education
  • Complete the weekly cash balance report review and coordinate necessary trading actions with advisors
  • Maintain required minimum distribution (RMD) reporting and track distributions through completion
  • Assist with investment policy committee reports and materials
• Growth & Process Improvement
  • Provide support for firm growth initiatives, including webinars, newsletters, social media coordination, and client events
  • Identify workflow gaps and opportunities to improve efficiency and client experience
  • Take initiative on service, operations, and process-improvement projects
  • Know when to escalate — routing financial advice, investment decisions, tax matters, or compliance judgment calls to the appropriate team member

Requirements

• Education & Experience
  • Bachelor's degree or equivalent professional experience
  • Prior client service or operations experience within a registered investment adviser or wealth-management firm preferred
• Licensing
  • Employment is contingent upon completing the Series 65 licensing requirement within 4 months of your start date (strongly preferred, but not required at time of hire)
  • Must be willing to obtain and maintain a notary public commission

Skills

• Strong attention to detail, organization, and time-management skills
• Ability to manage multiple priorities and see responsibilities through to completion
• Proactive, resourceful, and eager to learn
• Strong written, verbal, and active-listening skills
• Professional, empathetic approach to client service
• Sound judgment and the ability to recognize when to escalate an issue
• Comfort learning and working across multiple technology platforms
• Intermediate to advanced proficiency with Microsoft Office
• Experience with CRM, custodian, or document-management systems preferred

Benefits

• Competitive compensation and performance bonus eligibility
• Flexible work options and “dress for your day” policy
• 401(k) match, parental leave, and comprehensive benefits
• 3 weeks of PTO to start, plus paid holidays and a July 4th week office closure
• Funded professional development and leadership mentorship
• Team retreats, diverse engagements, and community involvement
• Direct access to firm leadership
• The opportunity to grow and shape the future of WebsterRogers Financial Advisors