Client Service Associate (Wealth Management)

Key Responsibilities

• Serve as a primary point of contact for clients, delivering a high level of service across phone, email, and in-person interactions
• Support client relationship development through ongoing communication and participation in meetings in a technical and support capacity
• Aid advisors with financial planning support, including data gathering, analysis, documentation preparation, and implementation of client recommendations
• Assist with account opening, maintenance, and ongoing servicing, ensuring accuracy, timeliness, and proper documentation
• Manage client follow-ups, action items, and CRM updates to maintain organized and proactive client engagement
• Support daily operational workflows including account processing, custodial coordination, billing, compliance reviews, and record management
• Aid with trading support, transaction processing, and coordination with custodians and external partners
• Maintain organized systems and processes to ensure efficiency, accuracy, and audit readiness
• Contribute to a collaborative team environment, supporting internal initiatives and special projects as needed
• Assist with general office coordination to ensure smooth day-to-day operations

Qualifications

• Two plus years of experience in a client service or operations role within wealth management supporting financial advisor(s)
• Experience with Pershing NetX360, NetX360+, Pershing X, Wove, or similar platforms is a plus
• Strong communication and interpersonal skills with a client-first mindset
• Highly organized with strong attention to detail and the ability to manage multiple priorities
• Demonstrated integrity and understanding of fiduciary responsibility
• Ability to think critically, solve problems, and take ownership of responsibilities
• Self-motivated with the ability to work both independently and collaboratively