Client Service Associate

The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.

About Us

We are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growing team.

We’re hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through, making sure client work moves smoothly across advisors, planning, and investment operations. It’s an execution and client-facing operations role for someone who enjoys ownership, organization, and keeping things on track.

Role/Responsibilities:

• Monitor a shared inbox for your advisor pod and respond or route items appropriately
• Schedule client meetings and manage advisor calendars using our scheduling system
• Keep clients and advisors updated on the status of recommendations, onboarding, and service requests
• Facilitate client onboarding calls (information gathering and account opening paperwork)
• Submit account requests to our investment operations team and track progress through completion
• Help verbally confirm client money movements and route requests appropriately
• Monitor incoming cash alerts for assigned clients
• Review meeting notes to ensure documentation is complete
• Track advisor follow-ups and confirm action items are completed after meetings
• Create and maintain tasks for planning and operations teams
• Maintain clean, accurate CRM records for your client group

How we’re structured

• This is a pod-based role, supporting a defined group of advisors and clients
• Work is coordinated across advisors, planning, and investment operations with clear handoffs
• You’ll have ownership of your lane and the autonomy to manage priorities day to day

Experience/Requirements:

• 2-4+ years of experience in advisor support, client service, or operations within wealth management or financial services
• Strong organization and follow-through
• Clear, professional communication with clients and internal teams
• Comfortable working across multiple systems (CRM, scheduling tools, document management)
• Experience with custodians like Schwab, Fidelity, or Pershing is preferred

Compensation & benefits

• $55,000–$80,000 total comp, depending on experience
• Bonus potential and benefits
• Collaborative team environment with clear roles and expectations

Why Join Us

We believe in growing with purpose, not just for our clients, but for our team. xhqgsiq You’ll be part of a supportive, mission-driven culture that values collaboration, work-life balance, and professional development.