Wealth Management Client Service Associate

Are you passionate about providing exceptional service and building meaningful client relationships in the financial services industry?

We're seeking a proactive and detail-oriented Client Service Associate to join our dynamic wealth management team. In this key role, you'll partner closely with our wealth advisors to deliver a top-tier client experience while gaining valuable exposure to the full spectrum of financial planning.

Key Responsibilities :

• Collaborate with wealth advisors to support clients and seamlessly onboard new client relationships.
• Gather and organize client financial information, including statements, tax returns, and insurance policies, to prepare for client meetings.
• Manage the onboarding process for new clients, from preparing account paperwork and securing signatures to coordinating with custodians (Schwab) for asset transfers and portfolio implementation.
• Provide day-to-day client support by handling requests, preparing for client meetings, and following up on action items.
• Become proficient in financial custodian processes and act as the go-to contact for client inquiries, offering prompt and professional responses.
• Schedule and coordinate client meetings, ensuring all materials are prepared in advance.
• Uphold firm processes while actively seeking out ways to enhance workflows and efficiency.
• Maintain accurate and compliant client records and CRM data.
• Continuously expand your knowledge of financial planning, including investments, taxes, retirement planning, insurance, and estate planning.
• Provide essential administrative support, including managing correspondence and handling organizational tasks.

What We’re Looking For :

• years of experience in a client service role, ideally within financial services or wealth management.
• Bachelor’s degree (required).
• Self-driven with a strong work ethic and a positive, can-do attitude.
• Excellent organizational skills with a sharp attention to detail.
• Ability to thrive in a fast-paced environment and effectively manage multiple priorities.
• Passion for delivering high-quality service and building long-term client relationships.
• Exceptional communication and interpersonal skills.
• Proficiency in Microsoft Office Suite and an eagerness to learn new tools and technologies.

What We Offer :

• Competitive salary commensurate with experience.
• Multiple bonus opportunities tied to performance and contributions.

employer-paid health insurance.

• Generous paid time off, with increases for each year of service.
• Paid holidays and a flexible hybrid work schedule after the initial orientation period.

k) with employer match and contributions to a Health Savings Account (HSA).

• Internet and mobile phone allowance.
• Robust professional development and career growth opportunities, including ongoing education and certifications.

If you’re excited about being part of a supportive team that values growth, client service, and innovation, we’d love to hear from you! Apply today and take the next step in your career.