Client Service Associate I

About the role

We are seeking a motivated, detail-oriented, and team-driven professional to join our firm as a Client Service Associate. In this role, you will work closely with Financial Advisors, Centers of Excellence, and internal departments as part of our Client Service team, helping to deliver an exceptional client experience by supporting day-to-day operational and service needs.

Responsibilities

• Facilitating and managing new account openings and money movement requests by coordinating with clients, Advisors, and custodians, and partnering with Centers of Excellence to ensure accurate and timely processing.
• Gathering necessary client data and processing client maintenance requests, including account updates, beneficiary changes, transfer of assets, etc.
• Coordinating with clients and advisors to schedule meetings using Salesforce, Outlook, and email.
• Preparing for client meetings by updating agendas and running performance reports through our portfolio management system.
• Responding to Advisor and client requests within 24–48 hours, ensuring accuracy and clear communication throughout the process.
• Ensuring client data is accurate and up to date in systems and at custodians.
• Delivering professional, timely communication via phone, email, and in-person interactions.
• Applying problem-solving skills and leveraging internal resources, custodians, and team collaboration to resolve client and Advisor needs.
• Following up on and executing operational tasks by coordinating with custodians and internal teams.
• Monitoring, prioritizing and resolving daily time-sensitive matters such as money movements and custodian alerts.
• Understanding and utilizing Salesforce to document client information, document detailed notes and actions, complete tasks, and navigate workflows and reporting systems.
• Proactively anticipating client needs and enabling Advisors to optimize their time by taking initiative on service tasks.
• Thriving in a team-oriented environment where members support one another to ensure high-quality client service.

Required Skills/Experience

• Minimum 3 years of experience in a client service role.
• Minimum 3 years of demonstrated project management skills.
• Ability to adapt and thrive in a fast-paced, process-driven environment.
• Excellent verbal and written communication skills, with a professional and client-focused demeanor.
• Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite.

Preferred Skills/Experience

• Experience using workflow or task management systems on a daily basis.
• Background in the financial services industry.
• Familiarity with financial CRMs such as Salesforce and Tamarac.
• Prior experience working with Schwab and Fidelity a plus.
• Prior experience with DocuSign a plus.
• Bachelor’s degree preferred.

Competencies

• Exceptional attention to detail and strong organizational skills.
• Ability to manage multiple priorities and service requests simultaneously.
• Strong follow-through and a commitment to seeing tasks through to completion.
• Positive, resilient attitude with a team-first mindset and willing to seek help and support others.
• Strong emotional intelligence and professionalism in all interactions.
• Displaying a proactive mindset and work ethic.

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time.

Working Conditions

• Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role.
• Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
• This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed.