Client Service & Operations Associate

Position Overview

Eclipse Private Wealth Management is seeking a Client Service & Operations Associate to support end-to-end operations impacting client service and firm efficiency. This role involves client service support, operational execution, and marketing coordination.

Responsibilities

• Support client service workflows and task tracking
• Maintain and organize client records, documentation, and books & records
• Schedule client meetings, internal reviews, and wholesaler meetings
• Resolve service issues with custodians and internal teams
• Process and track wires, ACHs, checks, and deposits
• Maintain accurate check logs and transaction records
• Support account opening, transfers, and maintenance paperwork
• Coordinate with external marketing partners
• Support execution of client email communications and newsletters
• Social media scheduling and content posting
• Maintain a consistent marketing calendar and communication cadence
• Aid in light content customization and coordination across platforms
• Coordinate client “good & welfare” outreach
• Support a high-touch client experience through proactive communication follow-up
• Avoidance of building-related issues and vendor coordination as needed
• Assist with client technology troubleshooting
• Manage FedEx and outgoing mail coordination
• Oversee administrative workflows and internal task queues

What We’re Looking For

• 2–5+ years of experience in wealth management, financial services, RIA operations, or client service
• Strong understanding of financial services (accounts, investments, basic market knowledge)
• Familiarity with custodial platforms (Pershing, Schwab, etc.)
• CRM experience (Wealthbox, Salesforce, or similar preferred)
• Strong communication skills, both written and verbal
• Highly organized, detail-oriented, and able to manage multiple priorities simultaneously
• Proactive, self-directed, and comfortable in a fast-paced, small-team environment
• Must be client-service oriented with strong emotional intelligence and professionalism
• Preference for Series 7 and 66/65 or willingness to obtain

Why Join Eclipse Private Wealth Management?

• Competitive base salary with discretionary annual bonus
• Opportunity to join a growing, multi-generational advisory practice at a pivotal scaling stage
• Direct exposure to senior advisors and high-net-worth client relationships
• Collaborative, team-oriented environment rooted in trust and accountability
• Opportunity to help shape and build internal processes and client experience infrastructure
• Opportunity for professional mentorship
• Long-term growth potential within operations, client service, or marketing support tracks
• Health, dental, vision insurance – 100% Employer Paid
• 401(k) eligibility + Employer Match
• Paid time off
• Firm-supported professional development