Client Service Assistant

We’re looking for a dependable, detail-oriented professional to join our wealth management team as a Client Service Assistant
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This role supports the advisory process from start to finish, ensuring client requests, account operations, and planning tasks are handled with accuracy and consistency. The ideal candidate enjoys working in a structured environment, takes pride in getting things right, and values being part of a collaborative, service-driven team.

• Support advisors in daily client service needs, including account setup, maintenance, and transfers.
• Prepare and organize materials for client meetings and follow-up communications.
• Maintain accurate records across internal systems and custodial platforms.
• Track client requests, service tasks, and planning items through completion.
• Assist with operational projects that improve workflow, reporting, or client experience.
• Communicate professionally with clients and custodians to ensure requests are completed efficiently.
• Contribute to a culture of organization, accountability, and excellence across the team.

• Strong organizational skills and attention to detail.
• Clear and professional written and verbal communication.
• Comfortable following established processes and working in a structured environment.
• Proficiency with Microsoft Office or Google Workspace; experience with CRM or financial planning software preferred.
• Prior experience in client service, administration, or financial operations is helpful but not required.
• Bachelor’s degree in business, finance, or a related field preferred.

• Client requests are completed accurately, promptly, and with professionalism.
• Systems and records are organized, current, and well-documented.
• Advisors can rely on you to anticipate needs and ensure follow-up items are handled.
• Processes are followed consistently, and improvements are made thoughtfully.
• You represent the team with integrity, care, and attention to every detail.

• Consistency, reliability, and ownership of responsibilities.
• Clear communication and strong follow-through.
• A calm, professional presence in a fast-moving environment.
• Pride in delivering quality work and serving clients well.
• Commitment to teamwork and continuous improvement.