Client Services Associate

The Client Service Associate (CSA) plays a dual role supporting both exceptional client service and the financial planning process. This position partners closely with a planning-focused Lead Advisor to deliver a high-touch client experience. The ideal candidate is detail-oriented, proactive, service-minded, and interested in developing expertise in financial planning.

• Partner with the Lead Advisor to deliver a seamless client experience
• Respond to routine client questions with guidance from the Advisor
• Maintain calendars, manage priorities, and support daily workflow
• Ensure accurate documentation and adherence to AMG’s client service standards
• Prepare for client meetings (request tax returns, run reports, projections, and analyses)
• Draft meeting recaps and track follow-up tasks
• Maintain accurate client records in Salesforce and other systems
• Use financial planning tools such as Money Guide Pro  and Holistiplan

• Develop working knowledge of AMG’s investment philosophy and model portfolios
• Assist with documentation related to risk tolerance and planning recommendations
• Support insurance and annuity servicing in collaboration with the service team
• Provide backup support for cashiering and account-related tasks as needed

• 2+ years in client service, administrative, or support role (financial services preferred)
• Ability to work on-site at our S. Mopac office Monday - Friday
• Strong attention to detail and organizational skills
• Professionalism and discretion with confidential information
• Proficiency with Microsoft Office and ability to learn new systems including a strong working knowledge of Excel, with the ability to use formulas and tools to support financial planning analysis
• Ability to manage multiple priorities in a fast-paced environment

• Experience in wealth management or financial planning
• Familiarity with Salesforce, Money Guide Pro , Holistiplan, Schwab, or Fidelity platforms
• Interest in pursuing additional financial planning credentials