(Wealth Management) Client Service Associate

Role Overview

The Client Service Associate role at Iterhic Wealth Advisors is designed for someone who enjoys providing high-touch client service, advisor support, and operational coordination. This role is for individuals with prior experience in a similar position and a proactive, hands-on service philosophy.

Responsibilities

• Serve as a professional, responsive point of contact for routine and recurring client service needs.
• Proactively support clients throughout their requests, including helping them navigate forms, authorizations, outside institutions, and follow-up steps.
• Schedule and coordinate client meetings, annual-review outreach, and recurring client follow-up.
• Manage and monitor team/client email communications to ensure timely and accurate follow-through.
• Conduct post-meeting follow-up and help keep client requests, tasks, and next steps organized.
• Coordinate client onboarding, account opening, account maintenance, transition paperwork, DocuSign processes, and signee follow-up.
• Prepare, review, and submit client forms, custodial paperwork, and service-related documentation for completeness and accuracy.
• Track pending items, outstanding documents, client requests, custodial requests, and operational follow-up across workflows.
• Maintain accurate client records, files, CRM notes, task updates, meeting documentation, and workflows within Wealthbox and firm systems.
• Follow firm policies, compliance expectations, and documentation standards when handling client information and account activity.
• Help keep client records, service processes, and reporting clean, organized, and well documented.
• Partner with advisors, operations team members, and client service team members to support client meetings, service requests, and day-to-day practice needs.
• Prepare client meeting materials, agendas, reports, forms, account documents, and follow-up items as needed.
• Update client information in CRM, custodial platforms, document management systems, ticketing tools, and internal tracking resources.
• Aid in advisor calendar management, scheduling, inbox organization, task tracking, meeting follow-through, and documentation collection.
• Absorb and assist with the compliance approval process for marketing materials and firm-hosted events.
• Participate in special projects, team initiatives, process improvements, and other administrative or operations tasks as assigned.

Requirements

• Prior CSA, Client Associate, Client Service Associate, Client Experience, or comparable wealth management/client service experience strongly preferred.
• Strong customer-service mindset with genuine satisfaction in creating a high-touch client experience.
• Self-directed, proactive, and able to independently execute established processes without frequent prompting.
• Highly organized and detail-oriented, with strong follow-through and comfort getting into the weeds.
• Strong written and verbal communication skills with a professional, friendly, and client-focused demeanor.
• Comfortable maintaining detailed CRM documentation, tasks, notes, client records, and workflows.
• Proficiency with Microsoft Office, DocuSign, shared calendars, digital files, CRM updates, and general office technology.
• Preferred: Prior experience with Charles Schwab, Schwab Advisor Center, and related custodial workflows/processes; familiarity with Wealthbox or another wealth management CRM system; prior experience in a wirehouse, bank wealth management platform, RIA, or similar wealth management environment; industry and compliance knowledge; existing securities licenses (though not required).

Benefits

Competitive base salary of $60,000 - $80,000, with compensation flexibility based on experience, Schwab knowledge, licenses, education, and ability to step into the role with limited training. 401(k) with employee contributions available relatively quickly/immediately. Safe Harbor contribution believed to become available after approximately 12 months of employment; exact eligibility should be confirmed before external publication. Health benefits + paid company holidays, and a flexible paid time off philosophy. Small, intimate team environment with established and documented internal processes. Opportunity to take meaningful ownership of the client experience within a high-touch service culture. Programs utilized in this role include Wealthbox digital CRM, Calendly, Microsoft Office, and Schwab Advisor Center, DocuSign.