Client Service Associate Wealth Management

Client Service Associate – Financial Planning

Our client, is a respected wealth management firm known for delivering exceptional service to every client relationship. They are seeking a polished and detail-oriented Client Service Associate who will ensure all client account activity is handled with care, accuracy, and professionalism. This position plays a key role in supporting advisors and maintaining the high standards clients expect.

Key Responsibilities

• Serve as back up to the Director of First Impressions as needed (to include answering and screening all incoming calls, and front desk coverage)
• Provide administrative support for client account onboarding, including preparation and submission of custodial paperwork.
• Process routine account maintenance — beneficiary changes, address updates, money movement requests, and more — ensuring accuracy and timeliness.
• Maintain organized and complete client records across CRM, custodian software, and internal systems.
• Follow compliance and documentation requirements meticulously in all activities.
• Prepare standard reports and materials in support of client meetings.
• Monitor outstanding items and proactively follow up with clients or custodians to ensure all actions are completed.
• Offer prompt, professional service for basic client inquiries or direct requests to advisors when needed — always reinforcing a high-touch client experience.
• Servicing all Financial Wellness LifeCoach needs

Qualifications

• 1–3- years of administrative or client service experience, preferably in financial services or banking.
• Familiarity with investment account operations or custodial forms is a plus.
• Exceptional attention to detail, with the ability to manage process-driven work efficiently.
• Strong written and verbal communication skills with a polished, client-first demeanor.
• Proficiency with Microsoft Office and comfort learning new systems.
• Dependable, organized, and committed to accuracy.

Who Thrives Here

• Professionals who take pride in delivering an elevated level of service.
• Those who excel in structured environments and enjoy ensuring every detail is handled properly.
• Support-oriented individuals who contribute to a seamless client and advisor experience.
• Measure three times and cut once mentality
• Able to work in a methodical environment, utilizing various workflows, with the ability to adapt to changes as needed.