Client Services & Operations Associate

Responsibilities

• Serve as a primary contact for client service and account maintenance
• Support account openings, transfers, money movement, and other client requests
• Cook up client meetings and ongoing advisor outreach
• Prepare and process client paperwork while maintaining accurate CRM records
• Communicate with clients, custodians, and internal teams to ensure timely resolution of requests
• Maintain account activity and follow up on outstanding documentation
• Support workflow improvements, operational initiatives, and special projects

Requirements

• 1-3+ years of client service or operations experience in wealth management, ideally at an RIA
• Proficiency with Schwab advisor center is ideal
• Proficiency in Microsoft Office; CRM experience and an interest in technology and process improvement are a plus
• Experience supporting account servicing and client documentation
• Strong communication, organization, and attention to detail
• Proactive, dependable, and client-focused
• Comfortable managing multiple priorities in a fast-paced environment

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field preferred