To support a growing financial advisory practice, the full-time remote Client Service Associate will provide administrative support, manage client inquiries, and educate clients on account services while ensuring timely service delivery. Key responsibilities Assume ownership of client inquiries and requests, collaborating with internal departments to meet service expectations Educate clients on account services and new technologies, and assist in scheduling appointments and preparing materials for client meetings Manage account activities, including new accounts, cash management, and periodic distributions, while maintaining up-to-date client management systems Required qualifications 3+ years of experience in the wealth management industry 3+ years of prior administrative experience supporting an advisor in a client-facing role 3+ years of experience with Microsoft Word, Excel, and CRM applications Series 7 and 66 licenses Bachelor's degree preferred in Business, Accounting, or Finance