Client Service Associate

About Empirical Wealth Management

Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to over $7B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next couple years and to continue opening offices across the country.

Our Culture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them.

Key Responsibilities

Client Service and Relationship Support

• Act as a primary point of contact for clients, addressing and resolving client inquiries, requests, and issues in a timely and professional manner.
• Support financial advisors by preparing for client meetings, including gathering necessary documents, reports, and financial information.
• Assist in client onboarding, including account setup, completing paperwork, and ensuring all client documentation is accurate and compliant.
• Maintain ongoing client communication, ensuring that all follow-up actions are completed promptly and that clients are regularly updated on the status of their accounts.
• Document and track key client interactions and milestones in CRM systems to ensure accurate record-keeping and seamless communication.

Administrative and Operational Support

Compliance and Risk Management

Qualifications

Benefits

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