Client Service Associate

About Us

We are a boutique, relationship-driven wealth management firm dedicated to delivering thoughtful financial planning and exceptional client service. Our team values professionalism, collaboration, and a warm, welcoming environment for both clients and colleagues. We are looking for a Client Service Associate who will also serve as the front-desk point of contact - a hybrid role ideal for someone who enjoys both analytical work and occasional client interaction.

The Client Service Associate supports our advisors while also managing front-desk responsibilities and answering incoming calls. This position is perfect for someone who is detail-oriented, personable, and eager to grow within the financial planning profession.

• Gather and input client data into planning software and CRM systems
• Prepare meeting materials and track follow-up items
• Conduct basic research on planning topics and investment products
• Maintain accurate and compliant client records

• Greet clients and visitors with professionalism and warmth
• Answer and route incoming phone calls
• Manage the front desk area and maintain a welcoming office environment
• Schedule appointments and coordinate calendars
• Handle mail, scanning, filing, and general office tasks

• Bachelor's degree in finance, business, economics, or related field preferred
• Experience in financial services, client service, or administrative roles is a plus
• Strong communication skills and a client-first mindset
• High attention to detail and ability to manage multiple priorities
• Proficiency with Microsoft Office and CRM experience is helpful

• Organized and proactive, with strong follow-through
• Curious and motivated to grow in the financial planning field
• Comfortable working in a small, collaborative team environment

Entry Level Position = $50,000 - $55,000 starting salary + bonuses after 90 day probationary period