Client Service Associate, Private Wealth

The Reports To section states that the Client Service Associate will report directly to the Sr. Advisor and the Managing Director of Investment Operations, or their designee.

Responsibilities

• Assists with client onboarding processes
• Attends meetings if requested and assists with data gathering and meeting notes
• Interacts with clients regarding different types of requests, such as money movement requests, account balances, re-ordering checks, charitable giving confirmations, etc.
• Maintains client information updated in CRM and Document Management system
• Manages distribution/receipt of clients’ paperwork
• Utilizes CRM to submit/assign tasks, create new contact entries, update existing contact information, utilize the dashboard feature to track tasks, run reports, etc.
• Works with other teams (investment ops, reporting, Advisors, compliance, billing) on items such as preparation of client paperwork, preparing the meeting materials, facilitating various transactions (such as 529 distributions, insurance premium payments requests, etc.), and account maintenance on behalf of our clients
• Performs Money Movement transactions for accounts with SLOA (standing letter of authorization), or ACH established
• Prepares client letters/emails as needed
• Manages the calendar; sets appointments and meetings for Advisors. Confirms appointments directly with clients via email and/or phone
• Affords travel arrangements and trip itineraries as needed
• Prepares Advisors expense reports to include coding and scanning receipts as needed
• Schedules lunch and dinner reservations for client meetings as needed
• Performs other duties as and when needed
• Takes ownership, as appropriate, of certain daily functions within client services

Qualifications

• Bachelor's Degree, with two or more years related experience
• Series 65 or 66 to be obtained within 180 days of employment
• Knowledge of industry rules and regulations; Schwab or other custodial platform experience is preferred
• Possess exceptional professional verbal and written communication skills, including ability to interface in a professional, cordial, and confident manner
• Demonstrate strong organizational and time management skills to successfully manage multiple projects, workflows, and competing priorities
• Maintain the ability to maintain discretion in handling confidential information
• Collaborate effectively and work well within a team structure
• Ethically driven with an unwavering client commitment
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote
• Proficiency in Portfolio Management Software and CRM systems

Benefits

• Competitive base salary with performance-based bonus opportunities
• Comprehensive medical, dental, and vision insurance
• 401(k) plan with company match
• Paid time off (PTO) and paid holidays
• Continuing education and professional development support
• Life and disability insurance
• Opportunities for career advancement within a growing, entrepreneurial firm
• Collaborative, team-oriented work culture

Founding Principles

• Unwavering Integrity - be ethical in everything you do
• Tenacious work ethic - Always be prepared and one step ahead
• Selfless Service - Act with selflessness, caring humility and passion
• Strong Leadership - Do what is right, and not just what is easy
• Devotion to Education - Be committed to personal client continued education

Culture

• Foster a collaborative, entrepreneurial environment where team members are empowered to take initiative, think strategically, and grow both personally and professionally
• Believe in a hands-on, client-focused approach rooted in trust, transparency, and excellence
• Every team member plays a critical role in delivering exceptional outcomes for our clients

Equal Opportunity Employer

The Coury Firm is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, religion, gender, age, disability, or any other protected status.