Client Services Associate

About the role

Take the next step in your wealth management career as our client’s next Client Service Associate. As a Client Service Associate, you’ll prepare and process documentation related to client onboarding and maintenance, perform client and prospect data entry in the firm’s CRM, and prepare and oversee the preparation of various deliverables. You’ll serve as the liaison between clients and investment managers to complete money movement requests, coordinate with clients to provide annual audit confirmations, and perform calendaring functions with both internal and external teams.

Responsibilities

• Prepare and process documentation for client onboarding and maintenance
• Perform client and prospect data entry in the firm’s CRM
• Prepare and oversee the preparation of various deliverables
• Complete money movement requests as liaison between clients and investment managers
• Coordinate with clients to provide annual audit confirmations
• Perform calendaring functions with internal and external teams

Requirements

• 2+ years of experience as a Client Services Associate
• Proficiency with Microsoft Office
• Experience with Charles Schwab
• Bachelor’s degree preferred

Schedule

This is a hybrid role, with three days a week in-office.

Benefits

• Comprehensive medical, vision, and dental benefits
• Generous 401(k) match
• 3–6% profit share