Client Service Associate

We are an independent and rapidly growing Wealth Management RIA firm committed to delivering exceptional client service. As we continue to expand, we are seeking a Client Service Associate to join our dedicated client service team. This role is ideal for a proactive professional who thrives in a fast-paced environment and is eager to support both the investment and insurance aspects of our business.

As a Client Service Associate, you will play a key role in ensuring a seamless experience for our clients by working closely with advisors, financial planners, and internal specialists. You will handle client onboarding, service requests, and operational tasks related to investments while also providing essential support for our insurance team. This includes assisting with quotes, underwriting, and policy placement. Your attention to detail, problem-solving skills, and client-first approach will be instrumental in maintaining efficient internal processes and upholding our high service standards.

• Be part of an innovative and supportive team that values collaboration and continuous improvement.
• Gain hands-on experience in both wealth management and insurance, broadening your industry expertise.
• Make a meaningful impact in a firm where your contributions help shape the client experience and overall success.
• Enjoy opportunities for professional growth in a dynamic and expanding firm.

• Client Onboarding & Service – Prepare and process digital paperwork for new accounts, manage client requests, and ensure timely resolution of service issues.
• Custodian & Carrier Coordination – Work directly with custodians and insurance carriers to resolve account opening, money movement, and underwriting issues.
• Internal Support & Collaboration – Work closely with advisors and team members to troubleshoot issues, provide updates, and enhance the client experience.
• Insurance Case Management – Support the insurance specialist in managing cases from initial quoting to underwriting and policy placement, ensuring accuracy and efficiency.
• Licensing & Contracting – Assist in managing state licensing and carrier contracting for advisors, ensuring compliance and up-to-date credentials.
• Administrative Support – Handle office tasks such as scheduling, answering phones, scanning/mailing documents, and ordering supplies.

• Client Advocate – Passionate about delivering excellent service and ensuring a seamless client experience.
• Detail-Oriented – Meticulous in reviewing paperwork, following procedures, and resolving issues accurately.
• Proactive & Solution-Oriented – Takes initiative, anticipates challenges, and finds effective solutions.
• Adaptable & Quick Learner – Willing to embrace new systems, processes, and a fast-evolving environment.
• Collaborative & Team-Focused – Works well with others and contributes to a positive, team-oriented culture.
• Reliable & Accountable – Responsive, dependable, and committed to superior follow-through.

• Experience: Minimum 2 years in a client service, customer service, or operational role, preferably within financial services, insurance, legal, or a similar professional setting.
• Communication
  
  Skills:
  
  Strong written and verbal communication skills, with the ability to engage effectively with clients, advisors, and insurance carriers.
• Attention to Detail: High level of accuracy and diligence in managing client accounts and sensitive information.
• Insurance Knowledge: Familiarity with Term Life, Disability, Long-Term Care, and other insurance policies.
• Technical Proficiency: Comfortable working with CRMs and multiple software platforms to manage client data, workflows, and documentation securely.
• Organizational
  
  Skills:
  
  Ability to manage multiple tasks, prioritize effectively, and operate in a fast-paced environment.

• Experience: 1+ years in a client services or insurance case management position within the Financial Services industry; familiarity with financial and estate planning considerations is a plus.
• Licensing: Current Life, Disability, or Long-Term Care insurance licenses are a plus.
• Software
  
  Experience:
  
  Proficiency with Fidelity’s Wealthscape platform is strongly preferred. Proficiency with Schwab’s Advisor Center platform, Salesforce, Orion, eMoney, Google Workspace, or Docu Sign is also a plus.
• Process Improvement Mindset: Ability to identify inefficiencies and contribute to workflow optimization.

If you are a motivated, detail-oriented professional with a passion for client service and financial services, we would love to hear from you!

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